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NRGEX vs PBSIX
NRGEX vs PBSIX Comparison
Open Charts NRGEX vs PBSIX
Neuberger Berman Genesis E
Price$61.68
Change-$1.08 (-1.72%)
VolumeN/A
Net Assets9.11B
Polen US Small Company Growth Instl
Price$13.69
Change-$0.35 (-2.49%)
VolumeN/A
Net Assets33.75M
NRGEX vs PBSIX Comparison Chart
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FUNDAMENTALS
Fundamentals
NRGEX has more cash in the bank: 9.11B vs. PBSIX (33.7M). NRGEX pays higher dividends than PBSIX: NRGEX (0.56) vs PBSIX (0.00). NRGEX was incepted earlier than PBSIX: NRGEX (3 years) vs PBSIX (8 years). PBSIX (1.33) is less costly to investors than NRGEX (0.69). PBSIX is a more actively managed with annual turnover of: 37.00 vs. NRGEX (13.00). NRGEX has a lower initial minimum investment than PBSIX: NRGEX (0) vs PBSIX (100000). PBSIX annual gain was more profitable for investors over the last year : 3.32 vs. NRGEX (-1.91).
| NRGEX | PBSIX | NRGEX / PBSIX | |
| Total Expense Ratio | 0.03 | 1.10 | 3% |
| Annual Report Gross Expense Ratio | 0.69 | 1.33 | 52% |
| Fund Existence | 3 years | 8 years | - |
| Gain YTD | -5.861 | -8.367 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.11B | 33.7M | 27,045% |
| Annual Yield % from dividends | 0.56 | 0.00 | - |
| Returns for 1 year | -1.91 | 3.32 | -57% |
| Returns for 3 years | 10.76 | 14.95 | 72% |
| Returns for 5 years | N/A | 6.45 | - |
| Returns for 10 years | N/A | N/A | - |
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