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NRGSX vs WGMVX
NRGSX vs WGMVX Comparison
Open Charts NRGSX vs WGMVX
Neuberger Berman Genesis R6
Price$62.80
Change+$0.25 (+0.40%)
VolumeN/A
Net Assets8.71B
Wasatch Micro Cap Value Institutional
Price$4.49
Change-$0.03 (-0.66%)
VolumeN/A
Net Assets344.05M
NRGSX vs WGMVX Comparison Chart in %
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NRGSX vs. WGMVX commentary
Oct 19, 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: 8.71B vs. WGMVX (344M). 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 : 9.25 vs. NRGSX (-10.12). WGMVX return over 5 years is better than : 15.72 vs. NRGSX (-2.32).
| 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 | -3.902 | 6.651 | -59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.71B | 344M | 2,533% |
| Annual Yield % from dividends | 0.06 | 0.00 | - |
| Returns for 1 year | -10.12 | 9.25 | -109% |
| Returns for 3 years | 5.90 | 53.77 | 11% |
| Returns for 5 years | -2.32 | 15.72 | -15% |
| Returns for 10 years | 10.24 | N/A | - |
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