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BDFUX vs NRGSX
BDFUX vs NRGSX Comparison
Open Charts BDFUX vs NRGSX
BDFUX vs NRGSX Comparison Chart in %
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BDFUX vs. NRGSX commentary
Jan 15, 2026
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 BDFUX is a Hold and NRGSX is a Hold.
FUNDAMENTALS
Fundamentals
NRGSX has more cash in the bank: 8.57B vs. BDFUX (2.04B). NRGSX pays higher dividends than BDFUX: NRGSX (0.50) vs BDFUX (0.00). BDFUX was incepted earlier than NRGSX: BDFUX (9 years) vs NRGSX (13 years). BDFUX (1.05) is less costly to investors than NRGSX (0.74). BDFUX is a more actively managed with annual turnover of: 41.00 vs. NRGSX (23.00). NRGSX has a lower initial minimum investment than BDFUX: NRGSX (0) vs BDFUX (5000000). BDFUX annual gain was more profitable for investors over the last year : 13.24 vs. NRGSX (-12.03). BDFUX return over 5 years is better than : 1.34 vs. NRGSX (-21.40).
| BDFUX | NRGSX | BDFUX / NRGSX | |
| Total Expense Ratio | 1.05 | 0.74 | 142% |
| Annual Report Gross Expense Ratio | 1.05 | 0.74 | 142% |
| Fund Existence | 9 years | 13 years | - |
| Gain YTD | 4.400 | 6.345 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.04B | 8.57B | 24% |
| Annual Yield % from dividends | 0.00 | 0.50 | - |
| Returns for 1 year | 13.24 | -12.03 | -110% |
| Returns for 3 years | 50.38 | 0.11 | 47,855% |
| Returns for 5 years | 1.34 | -21.40 | -6% |
| Returns for 10 years | N/A | 25.72 | - |
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