BSFIX
Price
$33.54
Change
+$0.29 (+0.87%)
Updated
Oct 8 closing price
Net Assets
3.74B
NRGSX
Price
$63.54
Change
+$0.45 (+0.71%)
Updated
Oct 8 closing price
Net Assets
8.79B
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BSFIX vs NRGSX

Header iconBSFIX vs NRGSX Comparison
Open Charts BSFIX vs NRGSXBanner chart's image
Baron Small Cap Instl
Price$33.54
Change+$0.29 (+0.87%)
VolumeN/A
Net Assets3.74B
Neuberger Berman Genesis R6
Price$63.54
Change+$0.45 (+0.71%)
VolumeN/A
Net Assets8.79B
BSFIX vs NRGSX Comparison Chart in %
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BSFIX 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 BSFIX is a Hold and NRGSX is a Hold.

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FUNDAMENTALS
Fundamentals
NRGSX has more cash in the bank: 8.8B vs. BSFIX (3.74B). NRGSX pays higher dividends than BSFIX: NRGSX (0.06) vs BSFIX (0.00). BSFIX was incepted earlier than NRGSX: BSFIX (16 years) vs NRGSX (13 years). BSFIX (1.05) is less costly to investors than NRGSX (0.74). NRGSX is a more actively managed with annual turnover of: 13.00 vs. BSFIX (10.00). NRGSX has a lower initial minimum investment than BSFIX: NRGSX (0) vs BSFIX (1000000). NRGSX annual gain was more profitable for investors over the last year : -7.18 vs. BSFIX (-10.26). NRGSX return over 5 years is better than : -1.44 vs. BSFIX (-13.59).
BSFIXNRGSXBSFIX / NRGSX
Total Expense Ratio1.050.74142%
Annual Report Gross Expense Ratio1.050.74142%
Fund Existence16 years13 years-
Gain YTD1.433-3.458-41%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.74B8.8B42%
Annual Yield % from dividends0.000.06-
Returns for 1 year-10.26-7.18143%
Returns for 3 years21.989.33236%
Returns for 5 years-13.59-1.44941%
Returns for 10 years3.1210.1431%
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