BSFIX
Price
$31.27
Change
-$0.08 (-0.26%)
Updated
Nov 19 closing price
Net Assets
3.45B
NRGSX
Price
$60.43
Change
+$0.04 (+0.07%)
Updated
Nov 19 closing price
Net Assets
8.19B
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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$31.27
Change-$0.08 (-0.26%)
VolumeN/A
Net Assets3.45B
Neuberger Berman Genesis R6
Price$60.43
Change+$0.04 (+0.07%)
VolumeN/A
Net Assets8.19B
BSFIX vs NRGSX Comparison Chart in %
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BSFIX 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 BSFIX is a Hold and NRGSX is a Hold.

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FUNDAMENTALS
Fundamentals
NRGSX has more cash in the bank: 8.19B vs. BSFIX (3.45B). NRGSX pays higher dividends than BSFIX: NRGSX (0.07) 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 : -14.62 vs. BSFIX (-18.98). NRGSX return over 5 years is better than : -11.01 vs. BSFIX (-22.34).
BSFIXNRGSXBSFIX / NRGSX
Total Expense Ratio1.050.74142%
Annual Report Gross Expense Ratio1.050.74142%
Fund Existence16 years13 years-
Gain YTD-5.458-7.59072%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.45B8.19B42%
Annual Yield % from dividends0.000.07-
Returns for 1 year-18.98-14.62130%
Returns for 3 years7.44-4.10-182%
Returns for 5 years-22.34-11.01203%
Returns for 10 years-4.713.70-127%
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