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NRGEX vs PBSIX
NRGEX vs PBSIX Comparison
Open Charts NRGEX vs PBSIX
Neuberger Berman Genesis E
Price$64.12
Change+$0.79 (+1.25%)
VolumeN/A
Net Assets8.71B
Polen US Small Company Growth Instl
Price$17.77
Change+$0.49 (+2.84%)
VolumeN/A
Net Assets31.49M
NRGEX vs PBSIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
NRGEX has more cash in the bank: 8.71B vs. PBSIX (31.5M). NRGEX pays higher dividends than PBSIX: NRGEX (0.54) vs PBSIX (0.00). NRGEX was incepted earlier than PBSIX: NRGEX (4 years) vs PBSIX (8 years). PBSIX (1.50) 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 : 17.55 vs. NRGEX (-9.46).
| NRGEX | PBSIX | NRGEX / PBSIX | |
| Total Expense Ratio | 0.03 | 1.10 | 3% |
| Annual Report Gross Expense Ratio | 0.69 | 1.50 | 46% |
| Fund Existence | 4 years | 8 years | - |
| Gain YTD | -3.342 | 15.663 | -21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.71B | 31.5M | 27,663% |
| Annual Yield % from dividends | 0.54 | 0.00 | - |
| Returns for 1 year | -9.46 | 17.55 | -54% |
| Returns for 3 years | 8.17 | 48.45 | 17% |
| Returns for 5 years | N/A | 10.13 | - |
| Returns for 10 years | N/A | N/A | - |
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