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NRGEX vs SPWAX
NRGEX vs SPWAX Comparison
Open Charts NRGEX vs SPWAX
Neuberger Berman Genesis E
Price$61.16
Change-$0.24 (-0.39%)
VolumeN/A
Net Assets9.41B
American Beacon Stephens Sm Cp Gr A
Price$11.31
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets373.76M
NRGEX vs SPWAX Comparison Chart
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FUNDAMENTALS
Fundamentals
NRGEX has more cash in the bank: 9.41B vs. SPWAX (374M). NRGEX pays higher dividends than SPWAX: NRGEX (0.58) vs SPWAX (0.00). NRGEX was incepted earlier than SPWAX: NRGEX (3 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). NRGEX annual gain was more profitable for investors over the last year : -2.21 vs. SPWAX (-6.31).
| NRGEX | SPWAX | NRGEX / SPWAX | |
| Total Expense Ratio | 0.03 | 1.29 | 2% |
| Annual Report Gross Expense Ratio | 0.69 | 1.57 | 44% |
| Fund Existence | 3 years | 13 years | - |
| Gain YTD | -3.617 | -3.587 | 101% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.41B | 374M | 2,515% |
| Annual Yield % from dividends | 0.58 | 0.00 | - |
| Returns for 1 year | -2.21 | -6.31 | 35% |
| Returns for 3 years | 9.92 | 2.54 | 390% |
| Returns for 5 years | N/A | -16.37 | - |
| Returns for 10 years | N/A | -30.00 | - |
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