Interact to see
Advertisement
Advertisement
NRGEX vs SPWAX
NRGEX vs SPWAX Comparison
Open Charts NRGEX vs SPWAX
Neuberger Berman Genesis E
Price$64.74
Change+$0.35 (+0.54%)
VolumeN/A
Net Assets9.28B
American Beacon Stephens Sm Cp Gr A
Price$12.32
Change+$0.09 (+0.74%)
VolumeN/A
Net Assets403.43M
NRGEX vs SPWAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
NRGEX has more cash in the bank: 9.28B vs. SPWAX (403M). NRGEX pays higher dividends than SPWAX: NRGEX (0.55) vs SPWAX (0.00). NRGEX was incepted earlier than SPWAX: NRGEX (4 years) vs SPWAX (13 years). SPWAX (1.57) is less costly to investors than NRGEX (0.69). SPWAX is a more actively managed with annual turnover of: 37.00 vs. NRGEX (13.00). NRGEX has a lower initial minimum investment than SPWAX: NRGEX (0) vs SPWAX (2500). SPWAX annual gain was more profitable for investors over the last year : 3.79 vs. NRGEX (-3.07).
| NRGEX | SPWAX | NRGEX / SPWAX | |
| Total Expense Ratio | 0.03 | 1.29 | 2% |
| Annual Report Gross Expense Ratio | 0.69 | 1.57 | 44% |
| Fund Existence | 4 years | 13 years | - |
| Gain YTD | -1.190 | 5.209 | -23% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.28B | 403M | 2,303% |
| Annual Yield % from dividends | 0.55 | 0.00 | - |
| Returns for 1 year | -3.07 | 3.79 | -81% |
| Returns for 3 years | 7.84 | 10.30 | 76% |
| Returns for 5 years | N/A | -17.48 | - |
| Returns for 10 years | N/A | -23.67 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| RILA | 11.36 | 0.06 | +0.52% |
| Indexperts Gorilla Aggressive Growth ETF | |||
| BTZ | 10.98 | 0.05 | +0.46% |
| BlackRock Credit Allocation Income Trust | |||
| DRN | 10.41 | N/A | N/A |
| Direxion Daily Real Estate Bull 3X ETF | |||
| UPGR | 20.14 | N/A | N/A |
| Xtrackers US Green Infras Sel Eq ETF | |||
| EMF | 14.95 | -0.15 | -0.99% |
| Templeton Emerging Markets Fund | |||