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NRGEX vs PBSIX
NRGEX vs PBSIX Comparison
Open Charts NRGEX vs PBSIX
Neuberger Berman Genesis E
Price$63.49
Change-$0.39 (-0.61%)
VolumeN/A
Net Assets8.89B
Polen US Small Company Growth Instl
Price$16.52
Change-$0.13 (-0.78%)
VolumeN/A
Net Assets29.35M
NRGEX vs PBSIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
NRGEX has more cash in the bank: 8.89B vs. PBSIX (29.3M). NRGEX pays higher dividends than PBSIX: NRGEX (0.53) vs PBSIX (0.00). NRGEX was incepted earlier than PBSIX: NRGEX (4 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: 54.00 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 : 19.27 vs. NRGEX (-5.76).
| NRGEX | PBSIX | NRGEX / PBSIX | |
| Total Expense Ratio | 0.03 | 1.10 | 3% |
| Annual Report Gross Expense Ratio | 0.69 | 1.33 | 52% |
| Fund Existence | 4 years | 8 years | - |
| Gain YTD | -2.503 | 11.446 | -22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.89B | 29.3M | 30,334% |
| Annual Yield % from dividends | 0.53 | 0.00 | - |
| Returns for 1 year | -5.76 | 19.27 | -30% |
| Returns for 3 years | 14.63 | 44.78 | 33% |
| Returns for 5 years | N/A | 18.34 | - |
| Returns for 10 years | N/A | N/A | - |
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