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NRGEX vs PBSRX
NRGEX vs PBSRX Comparison
Open Charts NRGEX vs PBSRX
Neuberger Berman Genesis E
Price$64.16
Change-$0.59 (-0.91%)
VolumeN/A
Net Assets9.11B
Polen US Small Company Growth Investor
Price$15.43
Change-$0.05 (-0.32%)
VolumeN/A
Net Assets27.02M
NRGEX vs PBSRX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
NRGEX has more cash in the bank: 9.11B vs. PBSRX (27M). NRGEX pays higher dividends than PBSRX: NRGEX (0.54) vs PBSRX (0.00). NRGEX was incepted earlier than PBSRX: NRGEX (4 years) vs PBSRX (7 years). PBSRX (1.59) is less costly to investors than NRGEX (0.69). PBSRX is a more actively managed with annual turnover of: 54.00 vs. NRGEX (13.00). NRGEX has a lower initial minimum investment than PBSRX: NRGEX (0) vs PBSRX (3000). PBSRX annual gain was more profitable for investors over the last year : 11.09 vs. NRGEX (-2.66).
| NRGEX | PBSRX | NRGEX / PBSRX | |
| Total Expense Ratio | 0.03 | 1.35 | 2% |
| Annual Report Gross Expense Ratio | 0.69 | 1.59 | 43% |
| Fund Existence | 4 years | 7 years | - |
| Gain YTD | -2.076 | 4.823 | -43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.11B | 27M | 33,744% |
| Annual Yield % from dividends | 0.54 | 0.00 | - |
| Returns for 1 year | -2.66 | 11.09 | -24% |
| Returns for 3 years | -2.78 | 8.28 | -34% |
| Returns for 5 years | N/A | 2.19 | - |
| Returns for 10 years | N/A | N/A | - |
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