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NRGEX vs SPWAX
NRGEX vs SPWAX Comparison
Open Charts NRGEX vs SPWAX
Neuberger Berman Genesis E
Price$63.60
Change-$0.70 (-1.09%)
VolumeN/A
Net Assets8.89B
American Beacon Stephens Sm Cp Gr A
Price$13.20
Change-$0.13 (-0.98%)
VolumeN/A
Net Assets459.07M
NRGEX vs SPWAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
NRGEX has more cash in the bank: 8.9B vs. SPWAX (459M). NRGEX pays higher dividends than SPWAX: NRGEX (0.54) vs SPWAX (0.00). NRGEX was incepted earlier than SPWAX: NRGEX (4 years) vs SPWAX (14 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 : 7.85 vs. NRGEX (-5.20).
| 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 | 14 years | - |
| Gain YTD | -1.862 | 13.834 | -13% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.9B | 459M | 1,938% |
| Annual Yield % from dividends | 0.54 | 0.00 | - |
| Returns for 1 year | -5.20 | 7.85 | -66% |
| Returns for 3 years | 12.88 | 24.12 | 53% |
| Returns for 5 years | N/A | -15.10 | - |
| Returns for 10 years | N/A | -12.10 | - |
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