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JWSOX vs NRGEX
JWSOX vs NRGEX Comparison
Open Charts JWSOX vs NRGEX
JHancock New Opportunities R6
Price$26.03
Change-$0.09 (-0.34%)
VolumeN/A
Net Assets269.59M
Neuberger Berman Genesis E
Price$63.07
Change-$0.10 (-0.16%)
VolumeN/A
Net Assets8.99B
JWSOX vs NRGEX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
NRGEX has more cash in the bank: 8.99B vs. JWSOX (270M). NRGEX pays higher dividends than JWSOX: NRGEX (0.54) vs JWSOX (0.00). JWSOX was incepted earlier than NRGEX: JWSOX (10 years) vs NRGEX (4 years). JWSOX (0.86) is less costly to investors than NRGEX (0.69). JWSOX is a more actively managed with annual turnover of: 15.00 vs. NRGEX (13.00). NRGEX has a lower initial minimum investment than JWSOX: NRGEX (0) vs JWSOX (1000000). JWSOX annual gain was more profitable for investors over the last year : 2.84 vs. NRGEX (-2.65).
| JWSOX | NRGEX | JWSOX / NRGEX | |
| Total Expense Ratio | 0.85 | 0.03 | 2,833% |
| Annual Report Gross Expense Ratio | 0.86 | 0.69 | 125% |
| Fund Existence | 10 years | 4 years | - |
| Gain YTD | -1.774 | -3.739 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270M | 8.99B | 3% |
| Annual Yield % from dividends | 0.00 | 0.54 | - |
| Returns for 1 year | 2.84 | -2.65 | -107% |
| Returns for 3 years | -0.91 | 0.60 | -153% |
| Returns for 5 years | 3.75 | N/A | - |
| Returns for 10 years | -0.66 | N/A | - |
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