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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
Aug 03, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
NRGSX has more cash in the bank: 7.53B vs. SBHCX (109M). NRGSX pays higher dividends than SBHCX: NRGSX (0.45) vs SBHCX (0.02). NRGSX was incepted earlier than SBHCX: NRGSX (13 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 : 18.34 vs. NRGSX (-3.03). SBHCX return over 5 years is better than : 4.41 vs. NRGSX (-21.75).
| NRGSX | SBHCX | NRGSX / SBHCX | |
| Total Expense Ratio | 0.74 | 1.14 | 65% |
| Annual Report Gross Expense Ratio | 0.74 | 2.87 | 26% |
| Fund Existence | 13 years | 7 years | - |
| Gain YTD | 13.305 | 18.689 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.53B | 109M | 6,906% |
| Annual Yield % from dividends | 0.45 | 0.02 | 1,956% |
| Returns for 1 year | -3.03 | 18.34 | -17% |
| Returns for 3 years | -1.68 | 25.79 | -7% |
| Returns for 5 years | -21.75 | 4.41 | -494% |
| Returns for 10 years | 13.23 | N/A | - |
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