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NESIX vs NRGEX
NESIX vs NRGEX Comparison
Open Charts NESIX vs NRGEX
Needham Small Cap Growth Institutional
Price$22.44
Change-$0.04 (-0.18%)
VolumeN/A
Net Assets155.56M
NESIX vs NRGEX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
NRGEX has more cash in the bank: 8.21B vs. NESIX (156M). NRGEX pays higher dividends than NESIX: NRGEX (0.54) vs NESIX (0.00). NESIX was incepted earlier than NRGEX: NESIX (9 years) vs NRGEX (4 years). NESIX (1.51) is less costly to investors than NRGEX (0.69). NESIX is a more actively managed with annual turnover of: 62.00 vs. NRGEX (23.00). NRGEX has a lower initial minimum investment than NESIX: NRGEX (0) vs NESIX (100000). NESIX annual gain was more profitable for investors over the last year : 12.03 vs. NRGEX (-17.15).
| NESIX | NRGEX | NESIX / NRGEX | |
| Total Expense Ratio | 1.19 | 0.03 | 3,967% |
| Annual Report Gross Expense Ratio | 1.51 | 0.69 | 219% |
| Fund Existence | 9 years | 4 years | - |
| Gain YTD | 13.851 | -15.858 | -87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156M | 8.21B | 2% |
| Annual Yield % from dividends | 0.00 | 0.54 | - |
| Returns for 1 year | 12.03 | -17.15 | -70% |
| Returns for 3 years | 40.25 | 2.68 | 1,501% |
| Returns for 5 years | -16.89 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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