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NRGEX vs PGRTX
NRGEX vs PGRTX Comparison
Open Charts NRGEX vs PGRTX
Neuberger Berman Genesis E
Price$62.10
Change+$0.01 (+0.02%)
VolumeN/A
Net Assets9.2B
Principal SmallCap Growth I Instl
Price$14.42
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2B
NRGEX vs PGRTX Comparison Chart
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FUNDAMENTALS
Fundamentals
NRGEX has more cash in the bank: 9.2B vs. PGRTX (2B). NRGEX pays higher dividends than PGRTX: NRGEX (0.56) vs PGRTX (0.50). NRGEX was incepted earlier than PGRTX: NRGEX (3 years) vs PGRTX (25 years). PGRTX (1.01) is less costly to investors than NRGEX (0.69). PGRTX is a more actively managed with annual turnover of: 61.20 vs. NRGEX (13.00). NRGEX (0) and PGRTX (0) have matching initial minimum investment requirements. NRGEX annual gain was more profitable for investors over the last year : -1.04 vs. PGRTX (-1.67).
| NRGEX | PGRTX | NRGEX / PGRTX | |
| Total Expense Ratio | 0.03 | 0.99 | 3% |
| Annual Report Gross Expense Ratio | 0.69 | 1.01 | 68% |
| Fund Existence | 3 years | 25 years | - |
| Gain YTD | -5.235 | -2.896 | 181% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.2B | 2B | 460% |
| Annual Yield % from dividends | 0.56 | 0.50 | 112% |
| Returns for 1 year | -1.04 | -1.67 | 62% |
| Returns for 3 years | 2.43 | 12.01 | 20% |
| Returns for 5 years | N/A | 2.43 | - |
| Returns for 10 years | N/A | 11.49 | - |
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