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NRGEX vs OISGX
NRGEX vs OISGX Comparison
Open Charts NRGEX vs OISGX
Neuberger Berman Genesis E
Price$64.12
Change+$0.79 (+1.25%)
VolumeN/A
Net Assets8.71B
Optimum Small-Mid Cap Growth Instl
Price$15.22
Change+$0.26 (+1.74%)
VolumeN/A
Net Assets741.91M
NRGEX vs OISGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
NRGEX has more cash in the bank: 8.71B vs. OISGX (742M). NRGEX pays higher dividends than OISGX: NRGEX (0.54) vs OISGX (0.00). NRGEX was incepted earlier than OISGX: NRGEX (4 years) vs OISGX (22 years). OISGX (1.29) is less costly to investors than NRGEX (0.69). OISGX is a more actively managed with annual turnover of: 131.00 vs. NRGEX (13.00). NRGEX (0) and OISGX (0) have matching initial minimum investment requirements. OISGX annual gain was more profitable for investors over the last year : 6.36 vs. NRGEX (-7.76).
| NRGEX | OISGX | NRGEX / OISGX | |
| Total Expense Ratio | 0.03 | 1.19 | 3% |
| Annual Report Gross Expense Ratio | 0.69 | 1.29 | 53% |
| Fund Existence | 4 years | 22 years | - |
| Gain YTD | -2.137 | 7.108 | -30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.71B | 742M | 1,174% |
| Annual Yield % from dividends | 0.54 | 0.00 | - |
| Returns for 1 year | -7.76 | 6.36 | -122% |
| Returns for 3 years | 11.55 | 27.90 | 41% |
| Returns for 5 years | N/A | -17.06 | - |
| Returns for 10 years | N/A | 2.63 | - |
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