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NRGEX vs SPWAX
NRGEX vs SPWAX Comparison
Open Charts NRGEX vs SPWAX
Neuberger Berman Genesis E
Price$58.44
Change+$0.93 (+1.62%)
VolumeN/A
Net Assets8.8B
American Beacon Stephens Sm Cp Gr A
Price$10.69
Change+$0.26 (+2.49%)
VolumeN/A
Net Assets323.03M
NRGEX vs SPWAX Comparison Chart
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FUNDAMENTALS
Fundamentals
NRGEX has more cash in the bank: 8.8B vs. SPWAX (323M). NRGEX pays higher dividends than SPWAX: NRGEX (0.57) vs SPWAX (0.00). NRGEX was incepted earlier than SPWAX: NRGEX (3 years) vs SPWAX (13 years). SPWAX (1.49) is less costly to investors than NRGEX (0.69). SPWAX is a more actively managed with annual turnover of: 15.00 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 : -6.12 vs. SPWAX (-9.30).
| NRGEX | SPWAX | NRGEX / SPWAX | |
| Total Expense Ratio | 0.03 | 1.29 | 2% |
| Annual Report Gross Expense Ratio | 0.69 | 1.49 | 46% |
| Fund Existence | 3 years | 13 years | - |
| Gain YTD | -12.225 | -10.931 | 112% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.8B | 323M | 2,724% |
| Annual Yield % from dividends | 0.57 | 0.00 | - |
| Returns for 1 year | -6.12 | -9.30 | 66% |
| Returns for 3 years | -6.94 | -16.16 | 43% |
| Returns for 5 years | N/A | -10.70 | - |
| Returns for 10 years | N/A | -36.59 | - |
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