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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: 7.49B vs. UMBHX (251M). NRGEX pays higher dividends than UMBHX: NRGEX (1.22) vs UMBHX (0.00). NRGEX was incepted earlier than UMBHX: NRGEX (4 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 : 4.79 vs. NRGEX (-2.31).
| NRGEX | UMBHX | NRGEX / UMBHX | |
| Total Expense Ratio | 0.02 | 0.89 | 2% |
| Annual Report Gross Expense Ratio | 0.68 | 0.89 | 76% |
| Fund Existence | 4 years | 40 years | - |
| Gain YTD | 10.265 | 34.760 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.49B | 251M | 2,984% |
| Annual Yield % from dividends | 1.22 | 0.00 | - |
| Returns for 1 year | -2.31 | 4.79 | -48% |
| Returns for 3 years | 4.11 | 12.44 | 33% |
| Returns for 5 years | N/A | -28.30 | - |
| Returns for 10 years | N/A | 35.93 | - |
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