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NBMVX vs NRGSX
NBMVX vs NRGSX Comparison
Open Charts NBMVX vs NRGSX
NBMVX vs NRGSX Comparison Chart in %
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NBMVX vs. NRGSX commentary
Jul 14, 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 NBMVX is a Hold and NRGSX is a Buy.
FUNDAMENTALS
Fundamentals
NRGSX has more cash in the bank: 7.51B vs. NBMVX (690M). NRGSX pays higher dividends than NBMVX: NRGSX (0.44) vs NBMVX (0.00). NBMVX was incepted earlier than NRGSX: NBMVX (24 years) vs NRGSX (13 years). NBMVX (1.66) is less costly to investors than NRGSX (0.74). NBMVX is a more actively managed with annual turnover of: 150.00 vs. NRGSX (23.00). NBMVX (0) and NRGSX (0) have matching initial minimum investment requirements. NBMVX annual gain was more profitable for investors over the last year : 21.51 vs. NRGSX (-5.23). NBMVX return over 5 years is better than : 8.14 vs. NRGSX (-19.58).
| NBMVX | NRGSX | NBMVX / NRGSX | |
| Total Expense Ratio | 1.61 | 0.74 | 218% |
| Annual Report Gross Expense Ratio | 1.66 | 0.74 | 224% |
| Fund Existence | 24 years | 13 years | - |
| Gain YTD | 15.417 | 12.002 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 690M | 7.51B | 9% |
| Annual Yield % from dividends | 0.00 | 0.44 | - |
| Returns for 1 year | 21.51 | -5.23 | -411% |
| Returns for 3 years | 48.62 | -1.53 | -3,173% |
| Returns for 5 years | 8.14 | -19.58 | -42% |
| Returns for 10 years | 120.05 | 11.10 | 1,081% |
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