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NRGEX vs SPWCX
NRGEX vs SPWCX Comparison
Open Charts NRGEX vs SPWCX
NRGEX vs SPWCX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
NRGEX has more cash in the bank: 7.39B vs. SPWCX (558M). NRGEX pays higher dividends than SPWCX: NRGEX (1.15) vs SPWCX (0.00). NRGEX was incepted earlier than SPWCX: NRGEX (5 years) vs SPWCX (14 years). SPWCX (2.17) is less costly to investors than NRGEX (0.68). SPWCX is a more actively managed with annual turnover of: 35.00 vs. NRGEX (23.00). NRGEX has a lower initial minimum investment than SPWCX: NRGEX (0) vs SPWCX (1000). SPWCX annual gain was more profitable for investors over the last year : 6.60 vs. NRGEX (-1.70).
| NRGEX | SPWCX | NRGEX / SPWCX | |
| Total Expense Ratio | 0.02 | 2.06 | 1% |
| Annual Report Gross Expense Ratio | 0.68 | 2.17 | 31% |
| Fund Existence | 5 years | 14 years | - |
| Gain YTD | 16.614 | 17.012 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.39B | 558M | 1,325% |
| Annual Yield % from dividends | 1.15 | 0.00 | - |
| Returns for 1 year | -1.70 | 6.60 | -26% |
| Returns for 3 years | 9.16 | 24.00 | 38% |
| Returns for 5 years | N/A | -35.73 | - |
| Returns for 10 years | N/A | -30.43 | - |
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