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NRGSX vs RFISX
NRGSX vs RFISX Comparison
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NRGSX vs RFISX Comparison Chart in %
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NRGSX vs. RFISX commentary
Aug 23, 2026
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 Buy and RFISX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NRGSX has more cash in the bank: 7.39B vs. RFISX (12.6M). NRGSX pays higher dividends than RFISX: NRGSX (0.45) vs RFISX (0.00). NRGSX was incepted earlier than RFISX: NRGSX (13 years) vs RFISX (15 years). RFISX (1.57) is less costly to investors than NRGSX (0.74). RFISX is a more actively managed with annual turnover of: 49.34 vs. NRGSX (23.00). NRGSX has a lower initial minimum investment than RFISX: NRGSX (0) vs RFISX (250000). RFISX (-1.15) and NRGSX (-1.20) have marching annual gain over last year. NRGSX return over 5 years is better than : -18.93 vs. RFISX (-27.80).
| NRGSX | RFISX | NRGSX / RFISX | |
| Total Expense Ratio | 0.74 | 1.15 | 64% |
| Annual Report Gross Expense Ratio | 0.74 | 1.57 | 47% |
| Fund Existence | 13 years | 15 years | - |
| Gain YTD | 16.543 | 8.030 | 206% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.39B | 12.6M | 58,643% |
| Annual Yield % from dividends | 0.45 | 0.00 | - |
| Returns for 1 year | -1.20 | -1.15 | 105% |
| Returns for 3 years | 7.14 | -0.35 | -2,055% |
| Returns for 5 years | -18.93 | -27.80 | 68% |
| Returns for 10 years | 12.86 | 0.76 | 1,691% |
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