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BDFIX vs NRGSX
BDFIX vs NRGSX Comparison
Open Charts BDFIX vs NRGSX
Baron Discovery Institutional
Price$34.96
Change-$0.95 (-2.65%)
VolumeN/A
Net Assets1.83B
Neuberger Berman Genesis R6
Price$61.95
Change-$0.68 (-1.09%)
VolumeN/A
Net Assets8.43B
BDFIX vs NRGSX Comparison Chart in %
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BDFIX 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 BDFIX is a Buy and NRGSX is a Hold.
FUNDAMENTALS
Fundamentals
NRGSX has more cash in the bank: 8.43B vs. BDFIX (1.83B). NRGSX pays higher dividends than BDFIX: NRGSX (0.07) vs BDFIX (0.00). BDFIX was incepted earlier than NRGSX: BDFIX (12 years) vs NRGSX (13 years). BDFIX (1.05) is less costly to investors than NRGSX (0.74). BDFIX is a more actively managed with annual turnover of: 31.00 vs. NRGSX (13.00). NRGSX has a lower initial minimum investment than BDFIX: NRGSX (0) vs BDFIX (1000000). BDFIX annual gain was more profitable for investors over the last year : 4.25 vs. NRGSX (-13.93). BDFIX return over 5 years is better than : 11.61 vs. NRGSX (-6.57).
| BDFIX | NRGSX | BDFIX / NRGSX | |
| Total Expense Ratio | 1.05 | 0.74 | 142% |
| Annual Report Gross Expense Ratio | 1.05 | 0.74 | 142% |
| Fund Existence | 12 years | 13 years | - |
| Gain YTD | 7.326 | -4.162 | -176% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.83B | 8.43B | 22% |
| Annual Yield % from dividends | 0.00 | 0.07 | - |
| Returns for 1 year | 4.25 | -13.93 | -31% |
| Returns for 3 years | 44.27 | -1.73 | -2,553% |
| Returns for 5 years | 11.61 | -6.57 | -177% |
| Returns for 10 years | 214.72 | 10.77 | 1,994% |