Interact to see
Advertisement
Advertisement
NRGEX vs SPWCX
NRGEX vs SPWCX Comparison
Open Charts NRGEX vs SPWCX
NRGEX vs SPWCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
NRGEX has more cash in the bank: 6.95B vs. SPWCX (519M). NRGEX pays higher dividends than SPWCX: NRGEX (1.14) vs SPWCX (0.00). NRGEX was incepted earlier than SPWCX: NRGEX (5 years) vs SPWCX (15 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 : -3.19 vs. NRGEX (-7.42).
| 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 | 15 years | - |
| Gain YTD | 11.992 | 11.494 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| 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 | -3.19 | 232% |
| Returns for 3 years | 4.97 | 17.15 | 29% |
| Returns for 5 years | N/A | -41.46 | - |
| Returns for 10 years | N/A | -32.94 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement