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ALFKX vs NRGSX
ALFKX vs NRGSX Comparison
Open Charts ALFKX vs NRGSX
ALFKX vs NRGSX Comparison Chart in %
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ALFKX vs. NRGSX commentary
Aug 29, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is ALFKX is a Hold and NRGSX is a Hold.
FUNDAMENTALS
Fundamentals
NRGSX has more cash in the bank: 7.35B vs. ALFKX (677M). NRGSX pays higher dividends than ALFKX: NRGSX (0.45) vs ALFKX (0.00). ALFKX was incepted earlier than NRGSX: ALFKX (11 years) vs NRGSX (13 years). ALFKX (1.47) is less costly to investors than NRGSX (0.74). NRGSX is a more actively managed with annual turnover of: 23.00 vs. ALFKX (4.00). ALFKX (0) and NRGSX (0) have matching initial minimum investment requirements. ALFKX annual gain was more profitable for investors over the last year : 14.16 vs. NRGSX (-4.88). ALFKX return over 5 years is better than : 7.00 vs. NRGSX (-21.84).
| ALFKX | NRGSX | ALFKX / NRGSX | |
| Total Expense Ratio | 1.47 | 0.74 | 199% |
| Annual Report Gross Expense Ratio | 1.47 | 0.74 | 199% |
| Fund Existence | 11 years | 13 years | - |
| Gain YTD | 18.341 | 15.240 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 677M | 7.35B | 9% |
| Annual Yield % from dividends | 0.00 | 0.45 | - |
| Returns for 1 year | 14.16 | -4.88 | -291% |
| Returns for 3 years | 43.84 | 2.87 | 1,529% |
| Returns for 5 years | 7.00 | -21.84 | -32% |
| Returns for 10 years | 22.55 | 10.92 | 207% |
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