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NRGEX vs PGRTX
NRGEX vs PGRTX Comparison
Open Charts NRGEX vs PGRTX
Neuberger Berman Genesis E
Price$64.75
Change+$0.38 (+0.59%)
VolumeN/A
Net Assets9.47B
Principal SmallCap Growth I Instl
Price$15.20
Change+$0.15 (+1.00%)
VolumeN/A
Net Assets2.08B
NRGEX vs PGRTX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
NRGEX has more cash in the bank: 9.47B vs. PGRTX (2.08B). NRGEX pays higher dividends than PGRTX: NRGEX (0.55) vs PGRTX (0.47). NRGEX was incepted earlier than PGRTX: NRGEX (3 years) vs PGRTX (25 years). PGRTX (1.01) is less costly to investors than NRGEX (0.69). PGRTX is a more actively managed with annual turnover of: 61.20 vs. NRGEX (13.00). NRGEX (0) and PGRTX (0) have matching initial minimum investment requirements. PGRTX annual gain was more profitable for investors over the last year : 3.58 vs. NRGEX (3.16).
| NRGEX | PGRTX | NRGEX / PGRTX | |
| Total Expense Ratio | 0.03 | 0.99 | 3% |
| Annual Report Gross Expense Ratio | 0.69 | 1.01 | 68% |
| Fund Existence | 3 years | 25 years | - |
| Gain YTD | -1.175 | 2.357 | -50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.47B | 2.08B | 455% |
| Annual Yield % from dividends | 0.55 | 0.47 | 116% |
| Returns for 1 year | 3.16 | 3.58 | 88% |
| Returns for 3 years | 12.85 | 27.85 | 46% |
| Returns for 5 years | N/A | 7.14 | - |
| Returns for 10 years | N/A | 16.98 | - |
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