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NRGSX vs SBHCX
NRGSX vs SBHCX Comparison
Open Charts NRGSX vs SBHCX
NRGSX vs SBHCX Comparison Chart in %
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NRGSX vs. SBHCX commentary
Sep 12, 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 Hold and SBHCX is a Buy.
FUNDAMENTALS
Fundamentals
NRGSX has more cash in the bank: 6.95B vs. SBHCX (105M). NRGSX pays higher dividends than SBHCX: NRGSX (0.44) vs SBHCX (0.02). NRGSX was incepted earlier than SBHCX: NRGSX (14 years) vs SBHCX (7 years). SBHCX (2.87) is less costly to investors than NRGSX (0.74). SBHCX is a more actively managed with annual turnover of: 40.00 vs. NRGSX (23.00). NRGSX has a lower initial minimum investment than SBHCX: NRGSX (0) vs SBHCX (2500). SBHCX annual gain was more profitable for investors over the last year : 9.04 vs. NRGSX (-8.11). SBHCX return over 5 years is better than : 1.57 vs. NRGSX (-23.14).
| NRGSX | SBHCX | NRGSX / SBHCX | |
| Total Expense Ratio | 0.74 | 1.14 | 65% |
| Annual Report Gross Expense Ratio | 0.74 | 2.87 | 26% |
| Fund Existence | 14 years | 7 years | - |
| Gain YTD | 11.425 | 14.563 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.95B | 105M | 6,623% |
| Annual Yield % from dividends | 0.44 | 0.02 | 1,910% |
| Returns for 1 year | -8.11 | 9.04 | -90% |
| Returns for 3 years | 2.69 | 26.82 | 10% |
| Returns for 5 years | -23.14 | 1.57 | -1,476% |
| Returns for 10 years | 10.53 | N/A | - |
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