Interact to see
Advertisement
Advertisement
NRGEX vs SPWAX
NRGEX vs SPWAX Comparison
Open Charts NRGEX vs SPWAX
Neuberger Berman Genesis E
Price$65.90
Change-$0.18 (-0.27%)
VolumeN/A
Net Assets9.3B
American Beacon Stephens Sm Cp Gr A
Price$12.92
Change+$0.11 (+0.86%)
VolumeN/A
Net Assets415.37M
NRGEX vs SPWAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
NRGEX has more cash in the bank: 9.3B vs. SPWAX (415M). 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 : 4.74 vs. NRGEX (-1.17).
| 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 | 0.855 | 9.394 | 9% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.3B | 415M | 2,240% |
| Annual Yield % from dividends | 0.54 | 0.00 | - |
| Returns for 1 year | -1.17 | 4.74 | -25% |
| Returns for 3 years | 7.85 | 10.24 | 77% |
| Returns for 5 years | N/A | -18.41 | - |
| Returns for 10 years | N/A | -15.25 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers