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NRGEX vs OASGX
NRGEX vs OASGX Comparison
Open Charts NRGEX vs OASGX
Optimum Small-Mid Cap Growth A
Price$12.81
Change+$0.33 (+2.64%)
VolumeN/A
Net Assets850.09M
NRGEX vs OASGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
NRGEX has more cash in the bank: 8.44B vs. OASGX (850M). NRGEX pays higher dividends than OASGX: NRGEX (1.23) vs OASGX (0.00). NRGEX was incepted earlier than OASGX: NRGEX (4 years) vs OASGX (23 years). OASGX (1.54) is less costly to investors than NRGEX (0.68). OASGX is a more actively managed with annual turnover of: 131.00 vs. NRGEX (23.00). NRGEX has a lower initial minimum investment than OASGX: NRGEX (0) vs OASGX (1000). OASGX annual gain was more profitable for investors over the last year : 5.35 vs. NRGEX (-12.11).
| NRGEX | OASGX | NRGEX / OASGX | |
| Total Expense Ratio | 0.02 | 1.44 | 1% |
| Annual Report Gross Expense Ratio | 0.68 | 1.54 | 44% |
| Fund Existence | 4 years | 23 years | - |
| Gain YTD | 5.513 | 2.974 | 185% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.44B | 850M | 993% |
| Annual Yield % from dividends | 1.23 | 0.00 | - |
| Returns for 1 year | -12.11 | 5.35 | -226% |
| Returns for 3 years | -4.30 | 26.33 | -16% |
| Returns for 5 years | N/A | -31.72 | - |
| Returns for 10 years | N/A | 28.74 | - |
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