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NRGEX vs SPWAX
NRGEX vs SPWAX Comparison
Open Charts NRGEX vs SPWAX
Neuberger Berman Genesis E
Price$64.06
Change+$0.43 (+0.68%)
VolumeN/A
Net Assets9.09B
American Beacon Stephens Sm Cp Gr A
Price$12.22
Change-$0.08 (-0.65%)
VolumeN/A
Net Assets402.37M
NRGEX vs SPWAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
NRGEX has more cash in the bank: 9.09B vs. SPWAX (402M). NRGEX pays higher dividends than SPWAX: NRGEX (0.54) vs SPWAX (0.00). NRGEX was incepted earlier than SPWAX: NRGEX (4 years) vs SPWAX (13 years). SPWAX (1.57) is less costly to investors than NRGEX (0.69). SPWAX is a more actively managed with annual turnover of: 37.00 vs. NRGEX (13.00). NRGEX has a lower initial minimum investment than SPWAX: NRGEX (0) vs SPWAX (2500). SPWAX annual gain was more profitable for investors over the last year : 8.14 vs. NRGEX (0.34).
| NRGEX | SPWAX | NRGEX / SPWAX | |
| Total Expense Ratio | 0.03 | 1.29 | 2% |
| Annual Report Gross Expense Ratio | 0.69 | 1.57 | 44% |
| Fund Existence | 4 years | 13 years | - |
| Gain YTD | -2.885 | 4.355 | -66% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.09B | 402M | 2,262% |
| Annual Yield % from dividends | 0.54 | 0.00 | - |
| Returns for 1 year | 0.34 | 8.14 | 4% |
| Returns for 3 years | 0.50 | 1.16 | 43% |
| Returns for 5 years | N/A | -22.80 | - |
| Returns for 10 years | N/A | -22.58 | - |
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