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NRGSX vs OSTGX
NRGSX vs OSTGX Comparison
Open Charts NRGSX vs OSTGX
Neuberger Berman Genesis R6
Price$63.78
Change-$0.10 (-0.16%)
VolumeN/A
Net Assets8.92B
Osterweis Opportunity Fund
Price$16.99
Change+$0.13 (+0.77%)
VolumeN/A
Net Assets307.25M
NRGSX vs OSTGX Comparison Chart in %
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NRGSX vs. OSTGX commentary
Oct 08, 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 OSTGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NRGSX has more cash in the bank: 8.92B vs. OSTGX (307M). NRGSX pays higher dividends than OSTGX: NRGSX (0.06) vs OSTGX (0.00). NRGSX was incepted earlier than OSTGX: NRGSX (13 years) vs OSTGX (9 years). OSTGX (1.19) is less costly to investors than NRGSX (0.74). OSTGX is a more actively managed with annual turnover of: 137.00 vs. NRGSX (13.00). NRGSX has a lower initial minimum investment than OSTGX: NRGSX (0) vs OSTGX (5000). OSTGX annual gain was more profitable for investors over the last year : -5.65 vs. NRGSX (-6.32). NRGSX return over 5 years is better than : 1.72 vs. OSTGX (-8.42).
| NRGSX | OSTGX | NRGSX / OSTGX | |
| Total Expense Ratio | 0.74 | 1.12 | 66% |
| Annual Report Gross Expense Ratio | 0.74 | 1.19 | 62% |
| Fund Existence | 13 years | 9 years | - |
| Gain YTD | -2.249 | -2.431 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.92B | 307M | 2,904% |
| Annual Yield % from dividends | 0.06 | 0.00 | - |
| Returns for 1 year | -6.32 | -5.65 | 112% |
| Returns for 3 years | 10.69 | 47.89 | 22% |
| Returns for 5 years | 1.72 | -8.42 | -20% |
| Returns for 10 years | 11.52 | N/A | - |
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