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NRGEX vs SPWAX
NRGEX vs SPWAX Comparison
Open Charts NRGEX vs SPWAX
Neuberger Berman Genesis E
Price$61.68
Change-$1.08 (-1.72%)
VolumeN/A
Net Assets9.11B
American Beacon Stephens Sm Cp Gr A
Price$11.56
Change-$0.18 (-1.53%)
VolumeN/A
Net Assets388.2M
NRGEX vs SPWAX Comparison Chart
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FUNDAMENTALS
Fundamentals
NRGEX has more cash in the bank: 9.11B vs. SPWAX (388M). NRGEX pays higher dividends than SPWAX: NRGEX (0.56) 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 : -1.11 vs. NRGEX (-1.91).
| 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 | -5.861 | -1.281 | 458% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.11B | 388M | 2,349% |
| Annual Yield % from dividends | 0.56 | 0.00 | - |
| Returns for 1 year | -1.91 | -1.11 | 171% |
| Returns for 3 years | 10.76 | 9.78 | 110% |
| Returns for 5 years | N/A | -15.44 | - |
| Returns for 10 years | N/A | -30.44 | - |
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