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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
Sep 12, 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 Hold.
FUNDAMENTALS
Fundamentals
NRGSX has more cash in the bank: 6.95B vs. NBMVX (632M). NRGSX pays higher dividends than NBMVX: NRGSX (0.44) vs NBMVX (0.00). NBMVX was incepted earlier than NRGSX: NBMVX (24 years) vs NRGSX (14 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 : 2.34 vs. NRGSX (-8.11). NBMVX return over 5 years is better than : -5.43 vs. NRGSX (-23.14).
| 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 | 14 years | - |
| Gain YTD | 5.391 | 11.425 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 632M | 6.95B | 9% |
| Annual Yield % from dividends | 0.00 | 0.44 | - |
| Returns for 1 year | 2.34 | -8.11 | -29% |
| Returns for 3 years | 42.04 | 2.69 | 1,561% |
| Returns for 5 years | -5.43 | -23.14 | 23% |
| Returns for 10 years | 95.05 | 10.53 | 903% |
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