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NRGEX vs PBSRX
NRGEX vs PBSRX Comparison
Open Charts NRGEX vs PBSRX
Neuberger Berman Genesis E
Price$61.68
Change-$1.08 (-1.72%)
VolumeN/A
Net Assets9.11B
Polen US Small Company Growth Investor
Price$13.47
Change-$0.35 (-2.53%)
VolumeN/A
Net Assets33.75M
NRGEX vs PBSRX Comparison Chart
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FUNDAMENTALS
Fundamentals
NRGEX has more cash in the bank: 9.11B vs. PBSRX (33.7M). NRGEX pays higher dividends than PBSRX: NRGEX (0.56) vs PBSRX (0.00). NRGEX was incepted earlier than PBSRX: NRGEX (3 years) vs PBSRX (6 years). PBSRX (1.59) is less costly to investors than NRGEX (0.69). PBSRX is a more actively managed with annual turnover of: 37.00 vs. NRGEX (13.00). NRGEX has a lower initial minimum investment than PBSRX: NRGEX (0) vs PBSRX (3000). PBSRX annual gain was more profitable for investors over the last year : 2.67 vs. NRGEX (-1.91).
| NRGEX | PBSRX | NRGEX / PBSRX | |
| Total Expense Ratio | 0.03 | 1.35 | 2% |
| Annual Report Gross Expense Ratio | 0.69 | 1.59 | 43% |
| Fund Existence | 3 years | 6 years | - |
| Gain YTD | -5.861 | -8.492 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.11B | 33.7M | 27,045% |
| Annual Yield % from dividends | 0.56 | 0.00 | - |
| Returns for 1 year | -1.91 | 2.67 | -71% |
| Returns for 3 years | 10.76 | 14.06 | 77% |
| Returns for 5 years | N/A | 5.07 | - |
| Returns for 10 years | N/A | N/A | - |
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