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NRGEX vs SPWAX
NRGEX vs SPWAX Comparison
Open Charts NRGEX vs SPWAX
American Beacon Stephens Sm Cp Gr A
Price$11.98
Change-$0.04 (-0.33%)
VolumeN/A
Net Assets454.03M
NRGEX vs SPWAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
NRGEX has more cash in the bank: 8.19B vs. SPWAX (454M). NRGEX pays higher dividends than SPWAX: NRGEX (0.54) 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 (0.69). 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 : 0.17 vs. NRGEX (-17.47).
| 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 | 14 years | - |
| Gain YTD | -15.980 | 2.306 | -693% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.19B | 454M | 1,805% |
| Annual Yield % from dividends | 0.54 | 0.00 | - |
| Returns for 1 year | -17.47 | 0.17 | -10,445% |
| Returns for 3 years | 2.63 | 28.82 | 9% |
| Returns for 5 years | N/A | -28.35 | - |
| Returns for 10 years | N/A | -16.79 | - |
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