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BDFIX vs NRGSX
BDFIX vs NRGSX Comparison
Open Charts BDFIX vs NRGSX
Baron Discovery Institutional
Price$36.78
Change+$0.46 (+1.27%)
VolumeN/A
Net Assets1.91B
Neuberger Berman Genesis R6
Price$63.54
Change+$0.45 (+0.71%)
VolumeN/A
Net Assets8.79B
BDFIX vs NRGSX Comparison Chart in %
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BDFIX vs. NRGSX commentary
Oct 09, 2025
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 BDFIX is a Buy and NRGSX is a Hold.
FUNDAMENTALS
Fundamentals
NRGSX has more cash in the bank: 8.8B vs. BDFIX (1.91B). NRGSX pays higher dividends than BDFIX: NRGSX (0.06) vs BDFIX (0.00). BDFIX was incepted earlier than NRGSX: BDFIX (12 years) vs NRGSX (13 years). BDFIX (1.05) is less costly to investors than NRGSX (0.74). BDFIX is a more actively managed with annual turnover of: 31.00 vs. NRGSX (13.00). NRGSX has a lower initial minimum investment than BDFIX: NRGSX (0) vs BDFIX (1000000). BDFIX annual gain was more profitable for investors over the last year : 20.88 vs. NRGSX (-7.18). BDFIX return over 5 years is better than : 20.28 vs. NRGSX (-1.44).
| BDFIX | NRGSX | BDFIX / NRGSX | |
| Total Expense Ratio | 1.05 | 0.74 | 142% |
| Annual Report Gross Expense Ratio | 1.05 | 0.74 | 142% |
| Fund Existence | 12 years | 13 years | - |
| Gain YTD | 12.935 | -3.458 | -374% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.91B | 8.8B | 22% |
| Annual Yield % from dividends | 0.00 | 0.06 | - |
| Returns for 1 year | 20.88 | -7.18 | -291% |
| Returns for 3 years | 57.80 | 9.33 | 620% |
| Returns for 5 years | 20.28 | -1.44 | -1,405% |
| Returns for 10 years | 215.04 | 10.14 | 2,120% |
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