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NRGSX vs STSIX
NRGSX vs STSIX Comparison
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NRGSX vs STSIX Comparison Chart in %
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NRGSX vs. STSIX 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 STSIX is a Hold.
FUNDAMENTALS
Fundamentals
NRGSX has more cash in the bank: 6.95B vs. STSIX (519M). NRGSX pays higher dividends than STSIX: NRGSX (0.44) vs STSIX (0.00). NRGSX was incepted earlier than STSIX: NRGSX (14 years) vs STSIX (20 years). STSIX (1.08) is less costly to investors than NRGSX (0.74). STSIX is a more actively managed with annual turnover of: 35.00 vs. NRGSX (23.00). NRGSX has a lower initial minimum investment than STSIX: NRGSX (0) vs STSIX (250000). STSIX annual gain was more profitable for investors over the last year : 3.86 vs. NRGSX (-8.11). STSIX return over 5 years is better than : -21.66 vs. NRGSX (-23.14).
| NRGSX | STSIX | NRGSX / STSIX | |
| Total Expense Ratio | 0.74 | 0.99 | 75% |
| Annual Report Gross Expense Ratio | 0.74 | 1.08 | 69% |
| Fund Existence | 14 years | 20 years | - |
| Gain YTD | 11.425 | 12.402 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.95B | 519M | 1,340% |
| Annual Yield % from dividends | 0.44 | 0.00 | - |
| Returns for 1 year | -8.11 | 3.86 | -210% |
| Returns for 3 years | 2.69 | 34.53 | 8% |
| Returns for 5 years | -23.14 | -21.66 | 107% |
| Returns for 10 years | 10.53 | 6.91 | 152% |
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