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NRGEX vs SPWAX
NRGEX vs SPWAX Comparison
Open Charts NRGEX vs SPWAX
Neuberger Berman Genesis E
Price$64.75
Change+$0.38 (+0.59%)
VolumeN/A
Net Assets9.47B
American Beacon Stephens Sm Cp Gr A
Price$12.13
Change+$0.11 (+0.92%)
VolumeN/A
Net Assets407.6M
NRGEX vs SPWAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
NRGEX has more cash in the bank: 9.47B vs. SPWAX (408M). NRGEX pays higher dividends than SPWAX: NRGEX (0.55) vs SPWAX (0.00). NRGEX was incepted earlier than SPWAX: NRGEX (3 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 : 4.12 vs. NRGEX (3.16).
| NRGEX | SPWAX | NRGEX / SPWAX | |
| Total Expense Ratio | 0.03 | 1.29 | 2% |
| Annual Report Gross Expense Ratio | 0.69 | 1.57 | 44% |
| Fund Existence | 3 years | 13 years | - |
| Gain YTD | -1.175 | 3.587 | -33% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.47B | 408M | 2,321% |
| Annual Yield % from dividends | 0.55 | 0.00 | - |
| Returns for 1 year | 3.16 | 4.12 | 77% |
| Returns for 3 years | 12.85 | 12.31 | 104% |
| Returns for 5 years | N/A | -16.40 | - |
| Returns for 10 years | N/A | -25.25 | - |
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