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BDFIX vs NRGSX
BDFIX vs NRGSX Comparison
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BDFIX vs NRGSX Comparison Chart in %
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BDFIX vs. NRGSX commentary
Sep 13, 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 BDFIX is a Hold and NRGSX is a Hold.
FUNDAMENTALS
Fundamentals
NRGSX has more cash in the bank: 6.95B vs. BDFIX (1.67B). NRGSX pays higher dividends than BDFIX: NRGSX (0.44) vs BDFIX (0.00). BDFIX was incepted earlier than NRGSX: BDFIX (13 years) vs NRGSX (14 years). BDFIX (1.05) is less costly to investors than NRGSX (0.74). BDFIX is a more actively managed with annual turnover of: 41.00 vs. NRGSX (23.00). 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 : -0.21 vs. NRGSX (-8.11). BDFIX return over 5 years is better than : -7.33 vs. NRGSX (-23.14).
| BDFIX | NRGSX | BDFIX / NRGSX | |
| Total Expense Ratio | 1.05 | 0.74 | 142% |
| Annual Report Gross Expense Ratio | 1.05 | 0.74 | 142% |
| Fund Existence | 13 years | 14 years | - |
| Gain YTD | 0.387 | 11.425 | 3% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.67B | 6.95B | 24% |
| Annual Yield % from dividends | 0.00 | 0.44 | - |
| Returns for 1 year | -0.21 | -8.11 | 3% |
| Returns for 3 years | 39.70 | 2.69 | 1,474% |
| Returns for 5 years | -7.33 | -23.14 | 32% |
| Returns for 10 years | 182.26 | 10.53 | 1,731% |
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