NRGEX has more cash in the bank: 7.53B vs. SPWIX (292M). NRGEX pays higher dividends than SPWIX: NRGEX (1.15) vs SPWIX (0.00). NRGEX was incepted earlier than SPWIX: NRGEX (5 years) vs SPWIX (25 years). SPWIX (1.49) is less costly to investors than NRGEX (0.68). SPWIX is a more actively managed with annual turnover of: 155.00 vs. NRGEX (23.00). NRGEX has a lower initial minimum investment than SPWIX: NRGEX (0) vs SPWIX (100000). SPWIX annual gain was more profitable for investors over the last year : 8.48 vs. NRGEX (-2.30).

	NRGEX	SPWIX	NRGEX / SPWIX
Total Expense Ratio	0.02	1.38	1%
Annual Report Gross Expense Ratio	0.68	1.49	46%
Fund Existence	5 years	25 years	-
Gain YTD	13.774	12.537	110%
Front Load	N/A	N/A	-
Min. Initial Investment	0	100000	-
Min. Initial Investment IRA	N/A	N/A	-
Net Assets	7.53B	292M	2,578%
Annual Yield % from dividends	1.15	0.00	441,823%
Returns for 1 year	-2.30	8.48	-27%
Returns for 3 years	0.48	15.22	3%
Returns for 5 years	N/A	-20.94	-
Returns for 10 years	N/A	26.67	-

View a ticker or compare two or three

Ask AI

Compare

Interact to see
Advertisement

Interesting Tickers

ETFs / NAME	Price $	Chg $	Chg %
		1 Day
RXD	16.12	0.08	+0.47%
ProShares UltraShort Health Care
UPGD	82.42	N/A	N/A
Invesco Bloomberg Analyst Rating Imp ETF
VMSB	49.14	N/A	N/A
Voya Multi Sector Income ETF
FSMB	19.87	-0.01	-0.05%
First Trust Short Dur Mgd Muncpl ETF
NOBL	57.08	-0.11	-0.19%
ProShares S&P 500 Dividend Aristocrats