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IYSIX vs NRGSX
IYSIX vs NRGSX Comparison
Open Charts IYSIX vs NRGSX
Macquarie Small Cap Growth Instl
Price$24.30
Change+$0.10 (+0.41%)
VolumeN/A
Net Assets1.1B
Neuberger Berman Genesis R6
Price$63.78
Change-$0.10 (-0.16%)
VolumeN/A
Net Assets8.92B
IYSIX vs NRGSX Comparison Chart in %
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IYSIX vs. NRGSX commentary
Oct 07, 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 Buy and NRGSX is a Hold.
FUNDAMENTALS
Fundamentals
NRGSX has more cash in the bank: 8.92B vs. IYSIX (1.1B). NRGSX pays higher dividends than IYSIX: NRGSX (0.06) vs IYSIX (0.00). IYSIX was incepted earlier than NRGSX: IYSIX (19 years) vs NRGSX (13 years). IYSIX (1.00) 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 : 8.96 vs. NRGSX (-6.32). NRGSX return over 5 years is better than : 1.72 vs. IYSIX (-10.82).
| IYSIX | NRGSX | IYSIX / NRGSX | |
| Total Expense Ratio | 0.88 | 0.74 | 119% |
| Annual Report Gross Expense Ratio | 1.00 | 0.74 | 135% |
| Fund Existence | 19 years | 13 years | - |
| Gain YTD | 10.857 | -2.249 | -483% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.1B | 8.92B | 12% |
| Annual Yield % from dividends | 0.00 | 0.06 | - |
| Returns for 1 year | 8.96 | -6.32 | -142% |
| Returns for 3 years | 28.04 | 10.69 | 262% |
| Returns for 5 years | -10.82 | 1.72 | -631% |
| Returns for 10 years | 14.38 | 11.52 | 125% |
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