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NRGEX vs SBHCX
NRGEX vs SBHCX Comparison
Open Charts NRGEX vs SBHCX
NRGEX vs SBHCX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
NRGEX has more cash in the bank: 7.5B vs. SBHCX (110M). 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 : 18.96 vs. NRGEX (-4.45).
| 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 | 11.955 | 19.984 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.5B | 110M | 6,815% |
| Annual Yield % from dividends | 1.14 | 0.02 | 5,236% |
| Returns for 1 year | -4.45 | 18.96 | -23% |
| Returns for 3 years | -0.86 | 28.92 | -3% |
| Returns for 5 years | N/A | 7.14 | - |
| Returns for 10 years | N/A | N/A | - |
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