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NRGSX vs OCSGX
NRGSX vs OCSGX Comparison
Open Charts NRGSX vs OCSGX
Neuberger Berman Genesis R6
Price$63.54
Change+$0.45 (+0.71%)
VolumeN/A
Net Assets8.79B
Optimum Small-Mid Cap Growth C
Price$7.36
Change+$0.11 (+1.52%)
VolumeN/A
Net Assets735.02M
NRGSX vs OCSGX Comparison Chart in %
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NRGSX vs. OCSGX commentary
Oct 09, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is NRGSX is a Hold and OCSGX is a Buy.
FUNDAMENTALS
Fundamentals
NRGSX has more cash in the bank: 8.8B vs. OCSGX (735M). NRGSX pays higher dividends than OCSGX: NRGSX (0.06) vs OCSGX (0.00). NRGSX was incepted earlier than OCSGX: NRGSX (13 years) vs OCSGX (22 years). OCSGX (2.29) is less costly to investors than NRGSX (0.74). OCSGX is a more actively managed with annual turnover of: 131.00 vs. NRGSX (13.00). NRGSX has a lower initial minimum investment than OCSGX: NRGSX (0) vs OCSGX (1000). OCSGX annual gain was more profitable for investors over the last year : 6.46 vs. NRGSX (-7.18). NRGSX return over 5 years is better than : -1.44 vs. OCSGX (-45.65).
| NRGSX | OCSGX | NRGSX / OCSGX | |
| Total Expense Ratio | 0.74 | 2.19 | 34% |
| Annual Report Gross Expense Ratio | 0.74 | 2.29 | 32% |
| Fund Existence | 13 years | 22 years | - |
| Gain YTD | -3.458 | 4.769 | -73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.8B | 735M | 1,197% |
| Annual Yield % from dividends | 0.06 | 0.00 | - |
| Returns for 1 year | -7.18 | 6.46 | -111% |
| Returns for 3 years | 9.33 | 12.23 | 76% |
| Returns for 5 years | -1.44 | -45.65 | 3% |
| Returns for 10 years | 10.14 | -43.45 | -23% |
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