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NRGEX vs UMBHX
NRGEX vs UMBHX Comparison
Open Charts NRGEX vs UMBHX
NRGEX vs UMBHX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
NRGEX has more cash in the bank: 7.51B vs. UMBHX (241M). NRGEX pays higher dividends than UMBHX: NRGEX (1.14) vs UMBHX (0.00). NRGEX was incepted earlier than UMBHX: NRGEX (5 years) vs UMBHX (40 years). UMBHX (0.89) is less costly to investors than NRGEX (0.68). UMBHX is a more actively managed with annual turnover of: 154.00 vs. NRGEX (23.00). NRGEX has a lower initial minimum investment than UMBHX: NRGEX (0) vs UMBHX (10000). UMBHX annual gain was more profitable for investors over the last year : -3.26 vs. NRGEX (-4.53).
| NRGEX | UMBHX | NRGEX / UMBHX | |
| Total Expense Ratio | 0.02 | 0.89 | 2% |
| Annual Report Gross Expense Ratio | 0.68 | 0.89 | 76% |
| Fund Existence | 5 years | 40 years | - |
| Gain YTD | 12.419 | 31.185 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.51B | 241M | 3,116% |
| Annual Yield % from dividends | 1.14 | 0.00 | - |
| Returns for 1 year | -4.53 | -3.26 | 139% |
| Returns for 3 years | 0.62 | 4.11 | 15% |
| Returns for 5 years | N/A | -27.76 | - |
| Returns for 10 years | N/A | 24.53 | - |
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