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NRGSX vs SBHCX
NRGSX vs SBHCX Comparison
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NRGSX vs SBHCX Comparison Chart in %
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NRGSX vs. SBHCX commentary
Jun 04, 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 SBHCX is a Buy.
FUNDAMENTALS
Fundamentals
NRGSX has more cash in the bank: 7.32B vs. SBHCX (105M). NRGSX pays higher dividends than SBHCX: NRGSX (0.47) vs SBHCX (0.02). NRGSX was incepted earlier than SBHCX: NRGSX (13 years) vs SBHCX (6 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 : 19.81 vs. NRGSX (-5.52). SBHCX return over 5 years is better than : 0.35 vs. NRGSX (-22.80).
| 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 | 6 years | - |
| Gain YTD | 6.643 | 13.188 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.32B | 105M | 6,975% |
| Annual Yield % from dividends | 0.47 | 0.02 | 1,979% |
| Returns for 1 year | -5.52 | 19.81 | -28% |
| Returns for 3 years | -0.31 | 28.63 | -1% |
| Returns for 5 years | -22.80 | 0.35 | -6,553% |
| Returns for 10 years | 7.98 | N/A | - |
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