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NRGSX vs WGMVX
NRGSX vs WGMVX Comparison
Open Charts NRGSX vs WGMVX
Neuberger Berman Genesis R6
Price$63.00
Change-$0.38 (-0.60%)
VolumeN/A
Net Assets8.89B
Wasatch Micro Cap Value Institutional
Price$4.55
Change-$0.05 (-1.09%)
VolumeN/A
Net Assets353.43M
NRGSX vs WGMVX Comparison Chart in %
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NRGSX vs. WGMVX commentary
Sep 27, 2025
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 WGMVX is a Hold.
FUNDAMENTALS
Fundamentals
NRGSX has more cash in the bank: 8.89B vs. WGMVX (353M). NRGSX pays higher dividends than WGMVX: NRGSX (0.06) vs WGMVX (0.00). NRGSX was incepted earlier than WGMVX: NRGSX (13 years) vs WGMVX (6 years). WGMVX (1.63) is less costly to investors than NRGSX (0.74). WGMVX is a more actively managed with annual turnover of: 54.00 vs. NRGSX (13.00). NRGSX has a lower initial minimum investment than WGMVX: NRGSX (0) vs WGMVX (100000). WGMVX annual gain was more profitable for investors over the last year : 16.75 vs. NRGSX (-6.44). WGMVX return over 5 years is better than : 28.85 vs. NRGSX (7.59).
| NRGSX | WGMVX | NRGSX / WGMVX | |
| Total Expense Ratio | 0.74 | 1.60 | 46% |
| Annual Report Gross Expense Ratio | 0.74 | 1.63 | 45% |
| Fund Existence | 13 years | 6 years | - |
| Gain YTD | -3.015 | 9.264 | -33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.89B | 353M | 2,518% |
| Annual Yield % from dividends | 0.06 | 0.00 | - |
| Returns for 1 year | -6.44 | 16.75 | -38% |
| Returns for 3 years | 12.25 | 64.29 | 19% |
| Returns for 5 years | 7.59 | 28.85 | 26% |
| Returns for 10 years | 17.49 | N/A | - |
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