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NRGEX vs SPWAX
NRGEX vs SPWAX Comparison
Open Charts NRGEX vs SPWAX
NRGEX vs SPWAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
NRGEX has more cash in the bank: 7.49B vs. SPWAX (531M). NRGEX pays higher dividends than SPWAX: NRGEX (1.22) vs SPWAX (0.00). NRGEX was incepted earlier than SPWAX: NRGEX (4 years) vs SPWAX (14 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 : 16.48 vs. NRGEX (-2.31).
| NRGEX | SPWAX | NRGEX / SPWAX | |
| Total Expense Ratio | 0.02 | 1.28 | 2% |
| Annual Report Gross Expense Ratio | 0.68 | 1.51 | 45% |
| Fund Existence | 4 years | 14 years | - |
| Gain YTD | 10.265 | 14.688 | 70% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.49B | 531M | 1,411% |
| Annual Yield % from dividends | 1.22 | 0.00 | - |
| Returns for 1 year | -2.31 | 16.48 | -14% |
| Returns for 3 years | 4.11 | 33.90 | 12% |
| Returns for 5 years | N/A | -25.76 | - |
| Returns for 10 years | N/A | -3.06 | - |
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