Interact to see
Advertisement
Advertisement
NRGEX vs OSTGX
NRGEX vs OSTGX Comparison
Open Charts NRGEX vs OSTGX
Neuberger Berman Genesis E
Price$64.30
Change-$0.09 (-0.14%)
VolumeN/A
Net Assets8.92B
Osterweis Opportunity Fund
Price$16.99
Change+$0.13 (+0.77%)
VolumeN/A
Net Assets307.25M
NRGEX vs OSTGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
NRGEX has more cash in the bank: 8.92B vs. OSTGX (307M). NRGEX pays higher dividends than OSTGX: NRGEX (0.54) vs OSTGX (0.00). NRGEX was incepted earlier than OSTGX: NRGEX (4 years) vs OSTGX (9 years). OSTGX (1.19) is less costly to investors than NRGEX (0.69). OSTGX is a more actively managed with annual turnover of: 137.00 vs. NRGEX (13.00). NRGEX has a lower initial minimum investment than OSTGX: NRGEX (0) vs OSTGX (5000). NRGEX (-5.64) and OSTGX (-5.65) have marching annual gain over last year.
| NRGEX | OSTGX | NRGEX / OSTGX | |
| Total Expense Ratio | 0.03 | 1.12 | 3% |
| Annual Report Gross Expense Ratio | 0.69 | 1.19 | 58% |
| Fund Existence | 4 years | 9 years | - |
| Gain YTD | -1.725 | -2.431 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.92B | 307M | 2,904% |
| Annual Yield % from dividends | 0.54 | 0.00 | - |
| Returns for 1 year | -5.64 | -5.65 | 100% |
| Returns for 3 years | 13.03 | 47.89 | 27% |
| Returns for 5 years | N/A | -8.42 | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement