BSFIX
Price
$33.44
Change
+$0.56 (+1.70%)
Updated
Oct 20 closing price
Net Assets
3.68B
NRGSX
Price
$63.59
Change
+$0.79 (+1.26%)
Updated
Oct 20 closing price
Net Assets
8.71B
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BSFIX vs NRGSX

Header iconBSFIX vs NRGSX Comparison
Open Charts BSFIX vs NRGSXBanner chart's image
Baron Small Cap Instl
Price$33.44
Change+$0.56 (+1.70%)
VolumeN/A
Net Assets3.68B
Neuberger Berman Genesis R6
Price$63.59
Change+$0.79 (+1.26%)
VolumeN/A
Net Assets8.71B
BSFIX vs NRGSX Comparison Chart in %
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BSFIX vs. NRGSX commentary
Oct 21, 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 BSFIX is a Hold and NRGSX is a Hold.

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FUNDAMENTALS
Fundamentals
NRGSX has more cash in the bank: 8.71B vs. BSFIX (3.68B). NRGSX pays higher dividends than BSFIX: NRGSX (0.06) vs BSFIX (0.00). BSFIX was incepted earlier than NRGSX: BSFIX (16 years) vs NRGSX (13 years). BSFIX (1.05) is less costly to investors than NRGSX (0.74). NRGSX is a more actively managed with annual turnover of: 13.00 vs. BSFIX (10.00). NRGSX has a lower initial minimum investment than BSFIX: NRGSX (0) vs BSFIX (1000000). NRGSX annual gain was more profitable for investors over the last year : -10.12 vs. BSFIX (-13.16). NRGSX return over 5 years is better than : -2.32 vs. BSFIX (-12.36).
BSFIXNRGSXBSFIX / NRGSX
Total Expense Ratio1.050.74142%
Annual Report Gross Expense Ratio1.050.74142%
Fund Existence16 years13 years-
Gain YTD1.125-3.902-29%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.68B8.71B42%
Annual Yield % from dividends0.000.06-
Returns for 1 year-13.16-10.12130%
Returns for 3 years22.415.90380%
Returns for 5 years-12.36-2.32533%
Returns for 10 years2.6510.2426%
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