The average market capitalization across the group is 3.7B. The market cap for tickers in the group ranges from 108.37M to 7.29B. NRGEX holds the highest valuation in this group at 7.29B. The lowest valued company is SBHCX at 108.37M.

High and low price notable news

The average weekly price growth across all stocks in the group was -1%. For the same group, the average monthly price growth was 0%, and the average quarterly price growth was 7%. SBHCX experienced the highest price growth at -1%, while NRGEX experienced the biggest fall at -1%.

Volume

The average weekly volume growth across all stocks in the group was 0%. For the same stocks of the group, the average monthly volume growth was 0% and the average quarterly volume growth was 0%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating:

P/E Growth Rating:

Price Growth Rating:

SMR Rating:

Profit Risk Rating:

Seasonality Score: (-100 ... +100)

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FUNDAMENTALS

Fundamentals

NRGEX has more cash in the bank: 7.25B vs. SBHCX (108M). NRGEX pays higher dividends than SBHCX: NRGEX (1.14) vs SBHCX (0.02). NRGEX was incepted earlier than SBHCX: NRGEX (5 years) vs SBHCX (7 years). SBHCX (2.87) is less costly to investors than NRGEX (0.68). SBHCX is a more actively managed with annual turnover of: 40.00 vs. NRGEX (23.00). NRGEX has a lower initial minimum investment than SBHCX: NRGEX (0) vs SBHCX (2500). SBHCX annual gain was more profitable for investors over the last year : 13.16 vs. NRGEX (-3.97).

	NRGEX	SBHCX	NRGEX / SBHCX
Total Expense Ratio	0.02	1.14	2%
Annual Report Gross Expense Ratio	0.68	2.87	24%
Fund Existence	5 years	7 years	-
Gain YTD	15.222	17.799	86%
Front Load	N/A	N/A	-
Min. Initial Investment	0	2500	-
Min. Initial Investment IRA	N/A	N/A	-
Net Assets	7.25B	108M	6,713%
Annual Yield % from dividends	1.14	0.02	4,981%
Returns for 1 year	-3.97	13.16	-30%
Returns for 3 years	3.78	26.24	14%
Returns for 5 years	N/A	1.68	-
Returns for 10 years	N/A	N/A	-

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