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NRGEX vs SPWAX
NRGEX vs SPWAX Comparison
Open Charts NRGEX vs SPWAX
Neuberger Berman Genesis E
Price$61.57
Change-$0.19 (-0.31%)
VolumeN/A
Net Assets9.04B
American Beacon Stephens Sm Cp Gr A
Price$11.53
Change-$0.04 (-0.35%)
VolumeN/A
Net Assets386.35M
NRGEX vs SPWAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
NRGEX has more cash in the bank: 9.04B vs. SPWAX (386M). NRGEX pays higher dividends than SPWAX: NRGEX (0.56) 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). SPWAX annual gain was more profitable for investors over the last year : -0.86 vs. NRGEX (-1.25).
| 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 | -6.029 | -1.537 | 392% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.04B | 386M | 2,342% |
| Annual Yield % from dividends | 0.56 | 0.00 | - |
| Returns for 1 year | -1.25 | -0.86 | 146% |
| Returns for 3 years | 11.43 | 9.91 | 115% |
| Returns for 5 years | N/A | -18.23 | - |
| Returns for 10 years | N/A | -32.12 | - |
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