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NRGEX vs PBSYX
NRGEX vs PBSYX Comparison
Open Charts NRGEX vs PBSYX
Neuberger Berman Genesis E
Price$64.06
Change+$0.46 (+0.72%)
VolumeN/A
Net Assets8.79B
Polen US Small Company Growth Y
Price$17.55
Change+$0.20 (+1.15%)
VolumeN/A
Net Assets30.78M
NRGEX vs PBSYX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
NRGEX has more cash in the bank: 8.8B vs. PBSYX (30.8M). NRGEX pays higher dividends than PBSYX: NRGEX (0.54) vs PBSYX (0.00). NRGEX was incepted earlier than PBSYX: NRGEX (4 years) vs PBSYX (4 years). PBSYX (1.25) is less costly to investors than NRGEX (0.69). PBSYX is a more actively managed with annual turnover of: 54.00 vs. NRGEX (13.00). NRGEX has a lower initial minimum investment than PBSYX: NRGEX (0) vs PBSYX (1000000). PBSYX annual gain was more profitable for investors over the last year : 22.44 vs. NRGEX (-6.50).
| NRGEX | PBSYX | NRGEX / PBSYX | |
| Total Expense Ratio | 0.03 | 1.00 | 3% |
| Annual Report Gross Expense Ratio | 0.69 | 1.25 | 55% |
| Fund Existence | 4 years | 4 years | - |
| Gain YTD | -2.930 | 15.744 | -19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.8B | 30.8M | 28,555% |
| Annual Yield % from dividends | 0.54 | 0.00 | - |
| Returns for 1 year | -6.50 | 22.44 | -29% |
| Returns for 3 years | 11.65 | 49.57 | 23% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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