BDFUX
Price
$34.56
Change
+$0.31 (+0.91%)
Updated
Nov 19 closing price
Net Assets
1.79B
NRGSX
Price
$60.43
Change
+$0.04 (+0.07%)
Updated
Nov 19 closing price
Net Assets
8.19B
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BDFUX vs NRGSX

Header iconBDFUX vs NRGSX Comparison
Open Charts BDFUX vs NRGSXBanner chart's image
Baron Discovery R6
Price$34.56
Change+$0.31 (+0.91%)
VolumeN/A
Net Assets1.79B
Neuberger Berman Genesis R6
Price$60.43
Change+$0.04 (+0.07%)
VolumeN/A
Net Assets8.19B
BDFUX vs NRGSX Comparison Chart in %
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BDFUX vs. NRGSX commentary
Nov 20, 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 BDFUX is a Hold and NRGSX is a Hold.

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FUNDAMENTALS
Fundamentals
NRGSX has more cash in the bank: 8.19B vs. BDFUX (1.79B). NRGSX pays higher dividends than BDFUX: NRGSX (0.07) vs BDFUX (0.00). BDFUX was incepted earlier than NRGSX: BDFUX (9 years) vs NRGSX (13 years). BDFUX (1.05) is less costly to investors than NRGSX (0.74). BDFUX is a more actively managed with annual turnover of: 31.00 vs. NRGSX (13.00). NRGSX has a lower initial minimum investment than BDFUX: NRGSX (0) vs BDFUX (5000000). BDFUX annual gain was more profitable for investors over the last year : 5.29 vs. NRGSX (-14.62). BDFUX return over 5 years is better than : 7.62 vs. NRGSX (-11.01).
BDFUXNRGSXBDFUX / NRGSX
Total Expense Ratio1.050.74142%
Annual Report Gross Expense Ratio1.050.74142%
Fund Existence9 years13 years-
Gain YTD6.098-7.590-80%
Front LoadN/AN/A-
Min. Initial Investment50000000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.79B8.19B22%
Annual Yield % from dividends0.000.07-
Returns for 1 year5.29-14.62-36%
Returns for 3 years45.07-4.10-1,100%
Returns for 5 years7.62-11.01-69%
Returns for 10 yearsN/A3.70-
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