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AOFYX vs NRGSX
AOFYX vs NRGSX Comparison
Open Charts AOFYX vs NRGSX
Alger Small Cap Focus Y
Price$22.06
Change-$0.31 (-1.39%)
VolumeN/A
Net Assets884.61M
Neuberger Berman Genesis R6
Price$62.80
Change+$0.25 (+0.40%)
VolumeN/A
Net Assets8.71B
AOFYX vs NRGSX Comparison Chart in %
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AOFYX vs. NRGSX 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 AOFYX is a Hold and NRGSX is a Hold.
FUNDAMENTALS
Fundamentals
NRGSX has more cash in the bank: 8.71B vs. AOFYX (885M). NRGSX pays higher dividends than AOFYX: NRGSX (0.06) vs AOFYX (0.00). AOFYX was incepted earlier than NRGSX: AOFYX (9 years) vs NRGSX (13 years). AOFYX (0.89) is less costly to investors than NRGSX (0.74). AOFYX is a more actively managed with annual turnover of: 60.23 vs. NRGSX (13.00). NRGSX has a lower initial minimum investment than AOFYX: NRGSX (0) vs AOFYX (500000). AOFYX annual gain was more profitable for investors over the last year : 10.80 vs. NRGSX (-10.12). NRGSX return over 5 years is better than : -2.32 vs. AOFYX (-25.40).
| AOFYX | NRGSX | AOFYX / NRGSX | |
| Total Expense Ratio | 0.86 | 0.74 | 116% |
| Annual Report Gross Expense Ratio | 0.89 | 0.74 | 120% |
| Fund Existence | 9 years | 13 years | - |
| Gain YTD | 5.500 | -3.902 | -141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 885M | 8.71B | 10% |
| Annual Yield % from dividends | 0.00 | 0.06 | - |
| Returns for 1 year | 10.80 | -10.12 | -107% |
| Returns for 3 years | 30.61 | 5.90 | 519% |
| Returns for 5 years | -25.40 | -2.32 | 1,094% |
| Returns for 10 years | N/A | 10.24 | - |
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