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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: 7.35B vs. SPWCX (522M). NRGEX pays higher dividends than SPWCX: NRGEX (1.22) vs SPWCX (0.00). NRGEX was incepted earlier than SPWCX: NRGEX (4 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 : 8.72 vs. NRGEX (-4.40).
| NRGEX | SPWCX | NRGEX / SPWCX | |
| Total Expense Ratio | 0.02 | 2.06 | 1% |
| Annual Report Gross Expense Ratio | 0.68 | 2.17 | 31% |
| Fund Existence | 4 years | 14 years | - |
| Gain YTD | 8.038 | 11.724 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.35B | 522M | 1,408% |
| Annual Yield % from dividends | 1.22 | 0.00 | - |
| Returns for 1 year | -4.40 | 8.72 | -50% |
| Returns for 3 years | -0.21 | 18.39 | -1% |
| Returns for 5 years | N/A | -37.61 | - |
| Returns for 10 years | N/A | -28.03 | - |
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