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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 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 SPWIX is a Hold.
FUNDAMENTALS
Fundamentals
NRGSX has more cash in the bank: 7.39B vs. SPWIX (296M). 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 : 7.43 vs. NRGSX (-1.20). SPWIX (-18.07) and NRGSX (-18.93) 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 | 16.543 | 14.408 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.39B | 296M | 2,496% |
| Annual Yield % from dividends | 0.45 | 0.00 | 171,581% |
| Returns for 1 year | -1.20 | 7.43 | -16% |
| Returns for 3 years | 7.14 | 25.98 | 27% |
| Returns for 5 years | -18.93 | -18.07 | 105% |
| Returns for 10 years | 12.86 | 25.62 | 50% |
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