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AGOZX vs NRGSX
AGOZX vs NRGSX Comparison
Open Charts AGOZX vs NRGSX
Alger Small Cap Focus Z
Price$23.05
Change+$0.17 (+0.74%)
VolumeN/A
Net Assets900.29M
Neuberger Berman Genesis R6
Price$63.83
Change+$0.89 (+1.41%)
VolumeN/A
Net Assets8.56B
AGOZX vs NRGSX Comparison Chart in %
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AGOZX vs. NRGSX commentary
Dec 04, 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 AGOZX is a StrongBuy and NRGSX is a Buy.
FUNDAMENTALS
Fundamentals
NRGSX has more cash in the bank: 8.56B vs. AGOZX (900M). NRGSX pays higher dividends than AGOZX: NRGSX (0.07) vs AGOZX (0.00). AGOZX was incepted earlier than NRGSX: AGOZX (15 years) vs NRGSX (13 years). AGOZX (0.89) is less costly to investors than NRGSX (0.74). AGOZX is a more actively managed with annual turnover of: 60.23 vs. NRGSX (13.00). NRGSX has a lower initial minimum investment than AGOZX: NRGSX (0) vs AGOZX (500000). AGOZX annual gain was more profitable for investors over the last year : 2.55 vs. NRGSX (-13.05). NRGSX return over 5 years is better than : -7.93 vs. AGOZX (-24.98).
| AGOZX | NRGSX | AGOZX / NRGSX | |
| Total Expense Ratio | 0.89 | 0.74 | 120% |
| Annual Report Gross Expense Ratio | 0.89 | 0.74 | 120% |
| Fund Existence | 15 years | 13 years | - |
| Gain YTD | 9.617 | -2.326 | -413% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 900M | 8.56B | 11% |
| Annual Yield % from dividends | 0.00 | 0.07 | - |
| Returns for 1 year | 2.55 | -13.05 | -20% |
| Returns for 3 years | 30.32 | -1.33 | -2,282% |
| Returns for 5 years | -24.98 | -7.93 | 315% |
| Returns for 10 years | 100.53 | 8.92 | 1,127% |
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