Interact to see
Advertisement
Advertisement
IYSIX vs NRGSX
IYSIX vs NRGSX Comparison
Open Charts IYSIX vs NRGSX
Macquarie Small Cap Growth Instl
Price$23.95
Change+$0.17 (+0.71%)
VolumeN/A
Net Assets1.05B
Neuberger Berman Genesis R6
Price$60.43
Change+$0.04 (+0.07%)
VolumeN/A
Net Assets8.19B
IYSIX vs NRGSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IYSIX 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 IYSIX is a Hold and NRGSX is a Hold.
FUNDAMENTALS
Fundamentals
NRGSX has more cash in the bank: 8.19B vs. IYSIX (1.05B). NRGSX pays higher dividends than IYSIX: NRGSX (0.07) vs IYSIX (0.00). IYSIX was incepted earlier than NRGSX: IYSIX (19 years) vs NRGSX (13 years). IYSIX (1.04) is less costly to investors than NRGSX (0.74). IYSIX is a more actively managed with annual turnover of: 76.00 vs. NRGSX (13.00). IYSIX (0) and NRGSX (0) have matching initial minimum investment requirements. IYSIX annual gain was more profitable for investors over the last year : 4.04 vs. NRGSX (-14.62). NRGSX return over 5 years is better than : -11.01 vs. IYSIX (-17.16).
| IYSIX | NRGSX | IYSIX / NRGSX | |
| Total Expense Ratio | 0.88 | 0.74 | 119% |
| Annual Report Gross Expense Ratio | 1.04 | 0.74 | 141% |
| Fund Existence | 19 years | 13 years | - |
| Gain YTD | 9.711 | -7.590 | -128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.05B | 8.19B | 13% |
| Annual Yield % from dividends | 0.00 | 0.07 | - |
| Returns for 1 year | 4.04 | -14.62 | -28% |
| Returns for 3 years | 22.76 | -4.10 | -556% |
| Returns for 5 years | -17.16 | -11.01 | 156% |
| Returns for 10 years | 9.60 | 3.70 | 260% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement