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NRGSX vs SPWIX
NRGSX vs SPWIX Comparison
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NRGSX vs SPWIX Comparison Chart in %
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NRGSX vs. SPWIX 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 SPWIX is a Hold.
FUNDAMENTALS
Fundamentals
NRGSX has more cash in the bank: 7.53B vs. SPWIX (292M). NRGSX pays higher dividends than SPWIX: NRGSX (0.45) vs SPWIX (0.00). NRGSX was incepted earlier than SPWIX: NRGSX (13 years) vs SPWIX (25 years). SPWIX (1.49) is less costly to investors than NRGSX (0.74). SPWIX is a more actively managed with annual turnover of: 155.00 vs. NRGSX (23.00). NRGSX has a lower initial minimum investment than SPWIX: NRGSX (0) vs SPWIX (100000). SPWIX annual gain was more profitable for investors over the last year : 8.48 vs. NRGSX (-3.03). SPWIX (-20.94) and NRGSX (-21.75) have equivalent 5 years return.
| NRGSX | SPWIX | NRGSX / SPWIX | |
| Total Expense Ratio | 0.74 | 1.38 | 54% |
| Annual Report Gross Expense Ratio | 0.74 | 1.49 | 50% |
| Fund Existence | 13 years | 25 years | - |
| Gain YTD | 13.305 | 12.537 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.53B | 292M | 2,578% |
| Annual Yield % from dividends | 0.45 | 0.00 | 171,581% |
| Returns for 1 year | -3.03 | 8.48 | -36% |
| Returns for 3 years | -1.68 | 15.22 | -11% |
| Returns for 5 years | -21.75 | -20.94 | 104% |
| Returns for 10 years | 13.23 | 26.67 | 50% |
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