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HDMBX vs NRGEX
HDMBX vs NRGEX Comparison
Open Charts HDMBX vs NRGEX
HDMBX vs NRGEX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
NRGEX has more cash in the bank: 7.45B vs. HDMBX (445M). NRGEX pays higher dividends than HDMBX: NRGEX (1.14) vs HDMBX (0.20). HDMBX was incepted earlier than NRGEX: HDMBX (28 years) vs NRGEX (5 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 : 27.73 vs. NRGEX (-4.86).
| 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 | 5 years | - |
| Gain YTD | 12.972 | 12.920 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 445M | 7.45B | 6% |
| Annual Yield % from dividends | 0.20 | 1.14 | 17% |
| Returns for 1 year | 27.73 | -4.86 | -571% |
| Returns for 3 years | 48.78 | 0.38 | 12,739% |
| Returns for 5 years | -25.07 | N/A | - |
| Returns for 10 years | 13.47 | N/A | - |
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