NRGEX has more cash in the bank: 6.95B vs. SPWAX (519M). NRGEX pays higher dividends than SPWAX: NRGEX (1.14) vs SPWAX (0.00). NRGEX was incepted earlier than SPWAX: NRGEX (5 years) vs SPWAX (15 years). SPWAX (1.51) is less costly to investors than NRGEX (0.68). SPWAX is a more actively managed with annual turnover of: 35.00 vs. NRGEX (23.00). 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 : 1.00 vs. NRGEX (-7.42).

	NRGEX	SPWAX	NRGEX / SPWAX
Total Expense Ratio	0.02	1.28	2%
Annual Report Gross Expense Ratio	0.68	1.51	45%
Fund Existence	5 years	15 years	-
Gain YTD	11.992	12.126	99%
Front Load	N/A	6%	-
Min. Initial Investment	0	2500	-
Min. Initial Investment IRA	N/A	N/A	-
Net Assets	6.95B	519M	1,340%
Annual Yield % from dividends	1.14	0.00	-
Returns for 1 year	-7.42	1.00	-742%
Returns for 3 years	4.97	27.48	18%
Returns for 5 years	N/A	-30.49	-
Returns for 10 years	N/A	-12.58	-

View a ticker or compare two or three

Ask AI

Compare

Interact to see
Advertisement

Interesting Tickers

MFs / NAME	Price $	Chg $	Chg %
		1 Day
TGVIX	38.31	0.12	+0.31%
Thornburg International Equity I
MLPIX	130.48	N/A	N/A
ProFunds Mid Cap Value Inv
PJGQX	20.65	N/A	N/A
PGIM Jennison Mid-Cap Growth R6
SCVJX	42.72	N/A	N/A
Allspring Small Company Value R6
TLARX	12.61	N/A	N/A
Transamerica Large Core ESG R