Interact to see
Advertisement
Advertisement
HDMBX vs NRGEX
HDMBX vs NRGEX Comparison
Open Charts HDMBX vs NRGEX
HDMBX vs NRGEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
NRGEX has more cash in the bank: 7.49B vs. HDMBX (464M). NRGEX pays higher dividends than HDMBX: NRGEX (1.22) vs HDMBX (0.21). HDMBX was incepted earlier than NRGEX: HDMBX (28 years) vs NRGEX (4 years). HDMBX (1.06) is less costly to investors than NRGEX (0.68). HDMBX is a more actively managed with annual turnover of: 68.00 vs. NRGEX (23.00). HDMBX (0) and NRGEX (0) have matching initial minimum investment requirements. HDMBX annual gain was more profitable for investors over the last year : 33.20 vs. NRGEX (-2.31).
| HDMBX | NRGEX | HDMBX / NRGEX | |
| Total Expense Ratio | 1.06 | 0.02 | 5,300% |
| Annual Report Gross Expense Ratio | 1.06 | 0.68 | 156% |
| Fund Existence | 28 years | 4 years | - |
| Gain YTD | 14.007 | 10.265 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 464M | 7.49B | 6% |
| Annual Yield % from dividends | 0.21 | 1.22 | 17% |
| Returns for 1 year | 33.20 | -2.31 | -1,435% |
| Returns for 3 years | 56.79 | 4.11 | 1,381% |
| Returns for 5 years | -25.52 | N/A | - |
| Returns for 10 years | 25.37 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers