Interact to see
Advertisement
Advertisement
LADSX vs NRGSX
LADSX vs NRGSX Comparison
Open Charts LADSX vs NRGSX
LADSX vs NRGSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LADSX vs. NRGSX commentary
Jun 15, 2026
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 LADSX is a Buy and NRGSX is a Hold.
FUNDAMENTALS
Fundamentals
NRGSX has more cash in the bank: 7.44B vs. LADSX (2.45B). NRGSX pays higher dividends than LADSX: NRGSX (0.47) vs LADSX (0.00). LADSX was incepted earlier than NRGSX: LADSX (11 years) vs NRGSX (13 years). LADSX (0.94) is less costly to investors than NRGSX (0.74). LADSX is a more actively managed with annual turnover of: 112.00 vs. NRGSX (23.00). LADSX (0) and NRGSX (0) have matching initial minimum investment requirements. LADSX annual gain was more profitable for investors over the last year : 58.34 vs. NRGSX (-5.86). LADSX return over 5 years is better than : 8.90 vs. NRGSX (-21.98).
| LADSX | NRGSX | LADSX / NRGSX | |
| Total Expense Ratio | 0.94 | 0.74 | 127% |
| Annual Report Gross Expense Ratio | 0.94 | 0.74 | 127% |
| Fund Existence | 11 years | 13 years | - |
| Gain YTD | 30.835 | 8.783 | 351% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.45B | 7.44B | 33% |
| Annual Yield % from dividends | 0.00 | 0.47 | - |
| Returns for 1 year | 58.34 | -5.86 | -996% |
| Returns for 3 years | 74.13 | -1.01 | -7,373% |
| Returns for 5 years | 8.90 | -21.98 | -41% |
| Returns for 10 years | 100.00 | 11.09 | 902% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| OCMAX | 33.75 | 1.21 | +3.72% |
| OCM Gold Atlas | |||
| GVIZX | 14.79 | 0.13 | +0.89% |
| GuideStone Funds Value Equity Index Inv | |||
| SROAX | 14.61 | 0.04 | +0.27% |
| Calamos Antetokounmpo Sustainable Eqs A | |||
| IHIFX | 5.78 | 0.01 | +0.17% |
| Nomura High Income Fund Class R6 | |||
| JHLVX | 50.52 | -0.03 | -0.06% |
| JHancock Fundamental Large Cap Core C | |||