Interact to see
Advertisement
Advertisement
BDFIX vs NRGSX
BDFIX vs NRGSX Comparison
Open Charts BDFIX vs NRGSX
Baron Discovery Institutional
Price$36.17
Change-$0.26 (-0.71%)
VolumeN/A
Net Assets1.91B
Neuberger Berman Genesis R6
Price$62.80
Change+$0.25 (+0.40%)
VolumeN/A
Net Assets8.68B
BDFIX vs NRGSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BDFIX 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 BDFIX is a Hold and NRGSX is a Hold.
FUNDAMENTALS
Fundamentals
NRGSX has more cash in the bank: 8.69B vs. BDFIX (1.91B). NRGSX pays higher dividends than BDFIX: NRGSX (0.06) 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 : 16.64 vs. NRGSX (-10.12). BDFIX return over 5 years is better than : 17.40 vs. NRGSX (-2.32).
| 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 | 11.056 | -3.902 | -283% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.91B | 8.69B | 22% |
| Annual Yield % from dividends | 0.00 | 0.06 | - |
| Returns for 1 year | 16.64 | -10.12 | -165% |
| Returns for 3 years | 55.64 | 5.90 | 943% |
| Returns for 5 years | 17.40 | -2.32 | -750% |
| Returns for 10 years | 210.86 | 10.24 | 2,058% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| TGDVX | 17.60 | 0.07 | +0.40% |
| TCW Relative Value Large Cap N | |||
| GSVPX | 16.76 | 0.05 | +0.30% |
| Goldman Sachs Small/Mid Cap Equity P | |||
| RLBBX | 38.66 | 0.03 | +0.08% |
| American Funds American Balanced R2 | |||
| FCVAX | 19.12 | N/A | N/A |
| Fidelity Advisor Small Cap Value A | |||
| OAZEX | 22.30 | -0.09 | -0.40% |
| Oakmark International Small Cap R6 | |||