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NRGSX vs WBSIX
NRGSX vs WBSIX Comparison
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NRGSX vs WBSIX Comparison Chart in %
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NRGSX vs. WBSIX commentary
Sep 19, 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 WBSIX is a Hold.
FUNDAMENTALS
Fundamentals
NRGSX has more cash in the bank: 6.91B vs. WBSIX (1.15B). NRGSX pays higher dividends than WBSIX: NRGSX (0.44) vs WBSIX (0.00). NRGSX was incepted earlier than WBSIX: NRGSX (14 years) vs WBSIX (27 years). WBSIX (1.12) is less costly to investors than NRGSX (0.74). WBSIX is a more actively managed with annual turnover of: 94.00 vs. NRGSX (23.00). NRGSX has a lower initial minimum investment than WBSIX: NRGSX (0) vs WBSIX (500000). WBSIX annual gain was more profitable for investors over the last year : 6.69 vs. NRGSX (-8.77). WBSIX return over 5 years is better than : -16.06 vs. NRGSX (-23.74).
| NRGSX | WBSIX | NRGSX / WBSIX | |
| Total Expense Ratio | 0.74 | 0.99 | 75% |
| Annual Report Gross Expense Ratio | 0.74 | 1.12 | 66% |
| Fund Existence | 14 years | 27 years | - |
| Gain YTD | 10.104 | 13.585 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.91B | 1.15B | 600% |
| Annual Yield % from dividends | 0.44 | 0.00 | - |
| Returns for 1 year | -8.77 | 6.69 | -131% |
| Returns for 3 years | 1.77 | 26.22 | 7% |
| Returns for 5 years | -23.74 | -16.06 | 148% |
| Returns for 10 years | 8.53 | 41.87 | 20% |
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