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APHSX vs NRGEX
APHSX vs NRGEX Comparison
Open Charts APHSX vs NRGEX
Artisan Small Cap Institutional
Price$35.69
Change+$0.28 (+0.79%)
VolumeN/A
Net Assets1.08B
Neuberger Berman Genesis E
Price$64.75
Change+$0.38 (+0.59%)
VolumeN/A
Net Assets9.47B
APHSX vs NRGEX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
NRGEX has more cash in the bank: 9.47B vs. APHSX (1.08B). NRGEX pays higher dividends than APHSX: NRGEX (0.55) vs APHSX (0.00). APHSX was incepted earlier than NRGEX: APHSX (13 years) vs NRGEX (3 years). APHSX (1.00) is less costly to investors than NRGEX (0.69). APHSX is a more actively managed with annual turnover of: 46.72 vs. NRGEX (13.00). NRGEX has a lower initial minimum investment than APHSX: NRGEX (0) vs APHSX (1000000). NRGEX annual gain was more profitable for investors over the last year : 3.16 vs. APHSX (2.38).
| APHSX | NRGEX | APHSX / NRGEX | |
| Total Expense Ratio | 1.00 | 0.03 | 3,333% |
| Annual Report Gross Expense Ratio | 1.00 | 0.69 | 145% |
| Fund Existence | 13 years | 3 years | - |
| Gain YTD | -2.380 | -1.175 | 202% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.08B | 9.47B | 11% |
| Annual Yield % from dividends | 0.00 | 0.55 | - |
| Returns for 1 year | 2.38 | 3.16 | 75% |
| Returns for 3 years | 27.80 | 12.85 | 216% |
| Returns for 5 years | -12.92 | N/A | - |
| Returns for 10 years | 10.99 | N/A | - |
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