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ALFVX vs NRGSX
ALFVX vs NRGSX Comparison
Open Charts ALFVX vs NRGSX
Lord Abbett Alpha Strategy R6
Price$30.07
Change+$0.50 (+1.69%)
VolumeN/A
Net Assets633.2M
ALFVX vs NRGSX Comparison Chart in %
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ALFVX vs. NRGSX commentary
Feb 04, 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 ALFVX is a Hold and NRGSX is a Hold.
FUNDAMENTALS
Fundamentals
NRGSX has more cash in the bank: 8.49B vs. ALFVX (633M). NRGSX pays higher dividends than ALFVX: NRGSX (0.48) vs ALFVX (0.00). ALFVX was incepted earlier than NRGSX: ALFVX (11 years) vs NRGSX (13 years). ALFVX (1.13) is less costly to investors than NRGSX (0.74). NRGSX is a more actively managed with annual turnover of: 23.00 vs. ALFVX (4.00). ALFVX (0) and NRGSX (0) have matching initial minimum investment requirements. ALFVX annual gain was more profitable for investors over the last year : 9.58 vs. NRGSX (-12.75). ALFVX return over 5 years is better than : 4.19 vs. NRGSX (-23.10).
| ALFVX | NRGSX | ALFVX / NRGSX | |
| Total Expense Ratio | 1.13 | 0.74 | 153% |
| Annual Report Gross Expense Ratio | 1.13 | 0.74 | 153% |
| Fund Existence | 11 years | 13 years | - |
| Gain YTD | 6.067 | 5.452 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 633M | 8.49B | 7% |
| Annual Yield % from dividends | 0.00 | 0.48 | - |
| Returns for 1 year | 9.58 | -12.75 | -75% |
| Returns for 3 years | 28.02 | -6.33 | -442% |
| Returns for 5 years | 4.19 | -23.10 | -18% |
| Returns for 10 years | 40.35 | 24.83 | 163% |
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