Interact to see
Advertisement
Advertisement
IYSIX vs NRGSX
IYSIX vs NRGSX Comparison
Open Charts IYSIX vs NRGSX
Macquarie Small Cap Growth Instl
Price$24.01
Change+$0.25 (+1.05%)
VolumeN/A
Net Assets1.1B
Neuberger Berman Genesis R6
Price$63.48
Change+$0.48 (+0.76%)
VolumeN/A
Net Assets8.89B
IYSIX vs NRGSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IYSIX vs. NRGSX commentary
Sep 28, 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 IYSIX is a StrongBuy and NRGSX is a Buy.
FUNDAMENTALS
Fundamentals
NRGSX has more cash in the bank: 8.89B vs. IYSIX (1.1B). NRGSX pays higher dividends than IYSIX: NRGSX (0.06) vs IYSIX (0.00). IYSIX was incepted earlier than NRGSX: IYSIX (19 years) vs NRGSX (13 years). IYSIX (1.00) is less costly to investors than NRGSX (0.74). IYSIX is a more actively managed with annual turnover of: 76.00 vs. NRGSX (13.00). IYSIX (0) and NRGSX (0) have matching initial minimum investment requirements. IYSIX annual gain was more profitable for investors over the last year : 7.57 vs. NRGSX (-6.97). NRGSX return over 5 years is better than : 7.76 vs. IYSIX (-3.64).
| IYSIX | NRGSX | IYSIX / NRGSX | |
| Total Expense Ratio | 0.88 | 0.74 | 119% |
| Annual Report Gross Expense Ratio | 1.00 | 0.74 | 135% |
| Fund Existence | 19 years | 13 years | - |
| Gain YTD | 9.986 | -2.862 | -349% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.1B | 8.89B | 12% |
| Annual Yield % from dividends | 0.00 | 0.06 | - |
| Returns for 1 year | 7.57 | -6.97 | -109% |
| Returns for 3 years | 32.21 | 12.34 | 261% |
| Returns for 5 years | -3.64 | 7.76 | -47% |
| Returns for 10 years | 19.88 | 17.91 | 111% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement