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NRGSX vs WAMVX
NRGSX vs WAMVX Comparison
Open Charts NRGSX vs WAMVX
NRGSX vs WAMVX Comparison Chart in %
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NRGSX vs. WAMVX commentary
Sep 18, 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 WAMVX is a Hold.
FUNDAMENTALS
Fundamentals
NRGSX has more cash in the bank: 6.91B vs. WAMVX (349M). NRGSX pays higher dividends than WAMVX: NRGSX (0.44) vs WAMVX (0.00). NRGSX was incepted earlier than WAMVX: NRGSX (14 years) vs WAMVX (23 years). WAMVX (1.68) is less costly to investors than NRGSX (0.74). WAMVX is a more actively managed with annual turnover of: 69.00 vs. NRGSX (23.00). NRGSX has a lower initial minimum investment than WAMVX: NRGSX (0) vs WAMVX (2000). WAMVX annual gain was more profitable for investors over the last year : 3.31 vs. NRGSX (-7.26). WAMVX return over 5 years is better than : -8.24 vs. NRGSX (-23.75).
| NRGSX | WAMVX | NRGSX / WAMVX | |
| Total Expense Ratio | 0.74 | 1.68 | 44% |
| Annual Report Gross Expense Ratio | 0.74 | 1.68 | 44% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 10.086 | 13.869 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.91B | 349M | 1,979% |
| Annual Yield % from dividends | 0.44 | 0.00 | - |
| Returns for 1 year | -7.26 | 3.31 | -219% |
| Returns for 3 years | 1.34 | 53.44 | 3% |
| Returns for 5 years | -23.75 | -8.24 | 288% |
| Returns for 10 years | 8.20 | 66.33 | 12% |
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