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NRGEX vs PBSRX
NRGEX vs PBSRX Comparison
Open Charts NRGEX vs PBSRX
Neuberger Berman Genesis E
Price$64.74
Change+$0.35 (+0.54%)
VolumeN/A
Net Assets9.47B
Polen US Small Company Growth Investor
Price$14.72
Change+$0.25 (+1.73%)
VolumeN/A
Net Assets32.86M
NRGEX vs PBSRX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
NRGEX has more cash in the bank: 9.47B vs. PBSRX (32.9M). NRGEX pays higher dividends than PBSRX: NRGEX (0.55) vs PBSRX (0.00). NRGEX was incepted earlier than PBSRX: NRGEX (4 years) vs PBSRX (6 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 : 2.26 vs. NRGEX (-3.59).
| 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 | 6 years | - |
| Gain YTD | -1.725 | -1.698 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.47B | 32.9M | 28,769% |
| Annual Yield % from dividends | 0.55 | 0.00 | - |
| Returns for 1 year | -3.59 | 2.26 | -159% |
| Returns for 3 years | 7.26 | 18.12 | 40% |
| Returns for 5 years | N/A | 2.12 | - |
| Returns for 10 years | N/A | N/A | - |
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