Ad is loading...
NRGEX vs SPWAX
NRGEX vs SPWAX Comparison
Open Charts NRGEX vs SPWAX
Neuberger Berman Genesis E
Price$61.42
Change+$0.81 (+1.34%)
VolumeN/A
Net Assets9.17B
American Beacon Stephens Sm Cp Gr A
Price$11.00
Change+$0.21 (+1.95%)
VolumeN/A
Net Assets331.7M
NRGEX vs SPWAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
NRGEX has more cash in the bank: 9.17B vs. SPWAX (332M). 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 : -3.42 vs. SPWAX (-6.62).
| 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 | -7.494 | -6.063 | 124% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.17B | 332M | 2,763% |
| Annual Yield % from dividends | 0.57 | 0.00 | - |
| Returns for 1 year | -3.42 | -6.62 | 52% |
| Returns for 3 years | -7.20 | -18.03 | 40% |
| Returns for 5 years | N/A | 12.70 | - |
| Returns for 10 years | N/A | -32.04 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers