NBPIX vs SFLNX

Both NBPIX and SFLNX are mutual funds. NBPIX has a higher 5-year return than SFLNX (18.67% vs 14.43%). NBPIX has a higher expense ratio than SFLNX (0.62% vs 0.25%). Below is the comparison between NBPIX and SFLNX.

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NBPIX SFLNX
Security Type Mutual fund Mutual fund
Category Large Value Large Value
Family Neuberger Berman Schwab Funds
Net Assets $7.53B $6.66B
Expense Ratio 0.62% 0.25%
Management Style active passive (index-based)
30-Day Yield 1.53% 1.85%
Minimum Investment $1,000,000 $1,000
YTD Return 18.49% 14.32%
1-Year Return 85.62% 68.80%
3-Year Return 20.08% 15.22%
5-Year Return 18.67% 14.43%
10-Year Return 11.85% 12.50%

NBPIX

NBPIX description

The Fund seeks capital growth by investing principally in common stocks of established medium-to-large capitalization companies, using a value-oriented investment approach.

NBPIX performance & returns

YTD Return 18.49%
1-Month Return 5.59%
3-Month Return 18.49%
1-Year Return 85.62%
3-Year Return 20.08%
5-Year Return 18.67%
10-Year Return 11.85%
NBPIX expense ratio is 0.62%.

NBPIX holdings

Top 10 Holdings (35.24% of Total Assets)

Name Symbol % Assets
WMT WMT 4.44%
NEM NEM 3.86%
NEM NEM 3.59%
JOY JOY 3.55%
BK BK 3.47%
PG PG 3.35%
CNC CNC 3.32%
MDLZ MDLZ 3.26%
WMT WMT 3.21%
SLB SLB 3.19%

NBPIX pros

The following are NBPIX strengths from our perspective:

  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

NBPIX cons

The following are NBPIX weaknesses from our perspective:

  • NBPIX expense ratio is 0.62%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?

Other relevant NBPIX comparisons

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SFLNX

SFLNX description

The Fund seeks investment results that correspond generally to the FTSE RAFI US 1000 Index. The Fund will invest at least 90% of its net assets in stocks included in the Index.

SFLNX performance & returns

YTD Return 14.32%
1-Month Return 6.85%
3-Month Return 14.32%
1-Year Return 68.80%
3-Year Return 15.22%
5-Year Return 14.43%
10-Year Return 12.50%
SFLNX expense ratio is 0.25%.

SFLNX holdings

Top 10 Holdings (22.44% of Total Assets)

Name Symbol % Assets
XOM XOM 4.56%
AAPL AAPL 3.69%
GME GME 2.51%
XOM XOM 2.36%
JPM JPM 1.73%
MSFT MSFT 1.65%
WMT WMT 1.62%
WFC WFC 1.48%
T T 1.48%
CVX CVX 1.37%

SFLNX pros

The following are SFLNX strengths from our perspective:

  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

SFLNX cons

None that we could think of.

Other relevant SFLNX comparisons

You may also want to check out the following SFLNX comparisons that investors often look for on Finny

Or use Finny's Comparison Tool to create a comparison you'd like to see.
You can check out all comparisons Finny users have looked for here. Feel free to the browse the list and view the comparisons that are of an interest to you.