Interact to see
Advertisement
Advertisement
NRGEX vs SPWAX
NRGEX vs SPWAX Comparison
Open Charts NRGEX vs SPWAX
Neuberger Berman Genesis E
Price$64.16
Change-$0.59 (-0.91%)
VolumeN/A
Net Assets9.11B
American Beacon Stephens Sm Cp Gr A
Price$12.45
Change-$0.03 (-0.24%)
VolumeN/A
Net Assets408.66M
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: 9.11B vs. SPWAX (409M). NRGEX pays higher dividends than SPWAX: NRGEX (0.54) 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 : 2.81 vs. NRGEX (-2.66).
| 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 | -2.076 | 6.319 | -33% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.11B | 409M | 2,228% |
| Annual Yield % from dividends | 0.54 | 0.00 | - |
| Returns for 1 year | -2.66 | 2.81 | -95% |
| Returns for 3 years | -2.78 | -0.48 | 580% |
| Returns for 5 years | N/A | -20.19 | - |
| Returns for 10 years | N/A | -21.80 | - |
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 % |
| BBH | 166.86 | 1.82 | +1.10% |
| VanEck Biotech ETF | |||
| GDO | 11.98 | 0.01 | +0.08% |
| Western Asset Global Corporate Opportunity Fund Inc | |||
| QCAP | 23.09 | 0.01 | +0.03% |
| FT Vest Nasdaq-100 Cnsrv Buffr ETF - Apr | |||
| HDLB | 16.38 | N/A | N/A |
| ETRACS Mny Py 2xLgd US Hg Dv Lw Vl ETN B | |||
| NUV | 8.60 | -0.04 | -0.46% |
| Nuveen Municipal Value Fund | |||