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NRGEX vs SPWAX
NRGEX vs SPWAX Comparison
Open Charts NRGEX vs SPWAX
American Beacon Stephens Sm Cp Gr A
Price$12.11
Change-$1.20 (-9.02%)
VolumeN/A
Net Assets444.59M
NRGEX vs SPWAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
NRGEX has more cash in the bank: 8.44B vs. SPWAX (445M). NRGEX pays higher dividends than SPWAX: NRGEX (1.23) vs SPWAX (0.00). NRGEX was incepted earlier than SPWAX: NRGEX (4 years) vs SPWAX (14 years). SPWAX (1.57) is less costly to investors than NRGEX (0.68). SPWAX is a more actively managed with annual turnover of: 37.00 vs. NRGEX (23.00). 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 : -0.66 vs. NRGEX (-12.11).
| NRGEX | SPWAX | NRGEX / SPWAX | |
| Total Expense Ratio | 0.02 | 1.29 | 2% |
| Annual Report Gross Expense Ratio | 0.68 | 1.57 | 43% |
| Fund Existence | 4 years | 14 years | - |
| Gain YTD | 5.513 | 3.416 | 161% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.44B | 445M | 1,897% |
| Annual Yield % from dividends | 1.23 | 0.00 | - |
| Returns for 1 year | -12.11 | -0.66 | 1,845% |
| Returns for 3 years | -4.30 | 15.00 | -29% |
| Returns for 5 years | N/A | -32.08 | - |
| Returns for 10 years | N/A | 1.27 | - |
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