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NRGEX vs PBSRX
NRGEX vs PBSRX Comparison
Open Charts NRGEX vs PBSRX
Neuberger Berman Genesis E
Price$64.75
Change+$0.38 (+0.59%)
VolumeN/A
Net Assets9.47B
Polen US Small Company Growth Investor
Price$13.98
Change+$0.23 (+1.67%)
VolumeN/A
Net Assets32.45M
NRGEX vs PBSRX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
NRGEX has more cash in the bank: 9.47B vs. PBSRX (32.4M). NRGEX pays higher dividends than PBSRX: NRGEX (0.55) 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 : 6.88 vs. NRGEX (3.16).
| 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 | -1.175 | -5.027 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.47B | 32.4M | 29,228% |
| Annual Yield % from dividends | 0.55 | 0.00 | - |
| Returns for 1 year | 3.16 | 6.88 | 46% |
| Returns for 3 years | 12.85 | 15.63 | 82% |
| Returns for 5 years | N/A | 0.58 | - |
| Returns for 10 years | N/A | N/A | - |