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AOFYX vs NRGSX
AOFYX vs NRGSX Comparison
Open Charts AOFYX vs NRGSX
Alger Small Cap Focus Y
Price$21.03
Change-$1.08 (-4.88%)
VolumeN/A
Net Assets871.51M
Neuberger Berman Genesis R6
Price$61.95
Change-$0.68 (-1.09%)
VolumeN/A
Net Assets8.43B
AOFYX vs NRGSX Comparison Chart in %
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AOFYX vs. NRGSX commentary
Nov 14, 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: 8.43B vs. AOFYX (872M). NRGSX pays higher dividends than AOFYX: NRGSX (0.07) 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 : -2.55 vs. NRGSX (-13.93). NRGSX return over 5 years is better than : -6.57 vs. AOFYX (-28.47).
| 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 | 0.574 | -4.162 | -14% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 872M | 8.43B | 10% |
| Annual Yield % from dividends | 0.00 | 0.07 | - |
| Returns for 1 year | -2.55 | -13.93 | 18% |
| Returns for 3 years | 20.38 | -1.73 | -1,175% |
| Returns for 5 years | -28.47 | -6.57 | 433% |
| Returns for 10 years | N/A | 10.77 | - |
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