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NRGEX vs PBSIX
NRGEX vs PBSIX Comparison
Open Charts NRGEX vs PBSIX
Neuberger Berman Genesis E
Price$62.50
Change-$0.68 (-1.08%)
VolumeN/A
Net Assets8.43B
Polen US Small Company Growth Instl
Price$16.62
Change-$1.06 (-6.00%)
VolumeN/A
Net Assets36.87M
NRGEX vs PBSIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
NRGEX has more cash in the bank: 8.43B vs. PBSIX (36.9M). NRGEX pays higher dividends than PBSIX: NRGEX (0.55) vs PBSIX (0.00). NRGEX was incepted earlier than PBSIX: NRGEX (4 years) vs PBSIX (8 years). PBSIX (1.50) is less costly to investors than NRGEX (0.69). PBSIX is a more actively managed with annual turnover of: 54.00 vs. NRGEX (13.00). NRGEX has a lower initial minimum investment than PBSIX: NRGEX (0) vs PBSIX (100000). PBSIX annual gain was more profitable for investors over the last year : 11.34 vs. NRGEX (-13.32).
| NRGEX | PBSIX | NRGEX / PBSIX | |
| Total Expense Ratio | 0.03 | 1.10 | 3% |
| Annual Report Gross Expense Ratio | 0.69 | 1.50 | 46% |
| Fund Existence | 4 years | 8 years | - |
| Gain YTD | -3.571 | 18.340 | -19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.43B | 36.9M | 22,835% |
| Annual Yield % from dividends | 0.55 | 0.00 | - |
| Returns for 1 year | -13.32 | 11.34 | -118% |
| Returns for 3 years | 0.35 | 34.86 | 1% |
| Returns for 5 years | N/A | 12.25 | - |
| Returns for 10 years | N/A | N/A | - |
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