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NRGEX vs SPWAX
NRGEX vs SPWAX Comparison
Open Charts NRGEX vs SPWAX
Neuberger Berman Genesis E
Price$67.05
Change+$0.34 (+0.51%)
VolumeN/A
Net Assets10.47B
American Beacon Stephens Sm Cp Gr A
Price$12.24
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets381.17M
NRGEX vs SPWAX Comparison Chart
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FUNDAMENTALS
Fundamentals
NRGEX has more cash in the bank: 10.5B vs. SPWAX (381M). NRGEX pays higher dividends than SPWAX: NRGEX (0.89) vs SPWAX (0.00). NRGEX was incepted earlier than SPWAX: NRGEX (3 years) vs SPWAX (13 years). NRGEX is a more actively managed with annual turnover of: 17.00 vs. SPWAX (15.00). NRGEX has a lower initial minimum investment than SPWAX: NRGEX (0) vs SPWAX (2500). NRGEX (13.78) and SPWAX (13.65) have marching annual gain over last year.
| NRGEX | SPWAX | NRGEX / SPWAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 3 years | 13 years | - |
| Gain YTD | 2.335 | 4.526 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.5B | 381M | 2,756% |
| Annual Yield % from dividends | 0.89 | 0.00 | - |
| Returns for 1 year | 13.78 | 13.65 | 101% |
| Returns for 3 years | -2.76 | -6.99 | 40% |
| Returns for 5 years | N/A | -13.31 | - |
| Returns for 10 years | N/A | -18.83 | - |
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