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APDSX vs NRGSX
APDSX vs NRGSX Comparison
Open Charts APDSX vs NRGSX
Artisan Small Cap Advisor
Price$37.26
Change-$1.23 (-3.20%)
VolumeN/A
Net Assets1.1B
Neuberger Berman Genesis R6
Price$61.95
Change-$0.68 (-1.09%)
VolumeN/A
Net Assets8.43B
APDSX vs NRGSX Comparison Chart in %
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APDSX 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 APDSX is a Buy and NRGSX is a Hold.
FUNDAMENTALS
Fundamentals
NRGSX has more cash in the bank: 8.43B vs. APDSX (1.1B). NRGSX pays higher dividends than APDSX: NRGSX (0.07) vs APDSX (0.00). APDSX was incepted earlier than NRGSX: APDSX (9 years) vs NRGSX (13 years). APDSX (1.09) is less costly to investors than NRGSX (0.74). APDSX is a more actively managed with annual turnover of: 46.72 vs. NRGSX (13.00). NRGSX has a lower initial minimum investment than APDSX: NRGSX (0) vs APDSX (250000). APDSX annual gain was more profitable for investors over the last year : -1.36 vs. NRGSX (-13.93). NRGSX return over 5 years is better than : -6.57 vs. APDSX (-19.50).
| APDSX | NRGSX | APDSX / NRGSX | |
| Total Expense Ratio | 1.09 | 0.74 | 147% |
| Annual Report Gross Expense Ratio | 1.09 | 0.74 | 147% |
| Fund Existence | 9 years | 13 years | - |
| Gain YTD | 7.936 | -4.162 | -191% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.1B | 8.43B | 13% |
| Annual Yield % from dividends | 0.00 | 0.07 | - |
| Returns for 1 year | -1.36 | -13.93 | 10% |
| Returns for 3 years | 22.06 | -1.73 | -1,272% |
| Returns for 5 years | -19.50 | -6.57 | 297% |
| Returns for 10 years | N/A | 10.77 | - |
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