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.
| 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 holdings
Top 10 Holdings (35.24% of Total Assets)
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
You may also want to check out the following NBPIX comparisons that investors often look for on Finny
- NBPIX vs DODGX
- NBPIX vs AWSHX
- NBPIX vs AMRMX
- NBPIX vs GSFTX
- NBPIX vs MADVX
- NBPIX vs PRFDX
- NBPIX vs SFLNX
- NBPIX vs DHLRX
- NBPIX vs FEQIX
- NBPIX vs DSEEX
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 holdings
Top 10 Holdings (22.44% of Total Assets)
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
- SFLNX vs SWPPX
- SFLNX vs DODGX
- SFLNX vs AWSHX
- SFLNX vs AMRMX
- SFLNX vs GSFTX
- SFLNX vs MADVX
- SFLNX vs PRFDX
- SFLNX vs NBPIX
- SFLNX vs DHLRX
- SFLNX vs FEQIX
- SFLNX vs DSEEX