NRGEX
Price
$64.42
Change
+$0.90 (+1.42%)
Updated
Dec 3 closing price
Net Assets
8.56B
SPWCX
Price
$10.16
Change
+$0.08 (+0.79%)
Updated
Dec 3 closing price
Net Assets
450.8M
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NRGEX vs SPWCX

Header iconNRGEX vs SPWCX Comparison
Open Charts NRGEX vs SPWCXBanner chart's image
Neuberger Berman Genesis E
Price$64.42
Change+$0.90 (+1.42%)
VolumeN/A
Net Assets8.56B
American Beacon Stephens Sm Cp Gr C
Price$10.16
Change+$0.08 (+0.79%)
VolumeN/A
Net Assets450.8M
NRGEX vs SPWCX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
NRGEX has more cash in the bank: 8.56B vs. SPWCX (451M). NRGEX pays higher dividends than SPWCX: NRGEX (0.54) vs SPWCX (0.00). NRGEX was incepted earlier than SPWCX: NRGEX (4 years) vs SPWCX (14 years). SPWCX (2.15) is less costly to investors than NRGEX (0.69). SPWCX is a more actively managed with annual turnover of: 37.00 vs. NRGEX (13.00). NRGEX has a lower initial minimum investment than SPWCX: NRGEX (0) vs SPWCX (1000). SPWCX annual gain was more profitable for investors over the last year : -6.16 vs. NRGEX (-13.76).
NRGEXSPWCXNRGEX / SPWCX
Total Expense Ratio0.032.071%
Annual Report Gross Expense Ratio0.692.1532%
Fund Existence4 years14 years-
Gain YTD-2.93010.683-27%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets8.56B451M1,897%
Annual Yield % from dividends0.540.00-
Returns for 1 year-13.76-6.16223%
Returns for 3 years-0.513.29-16%
Returns for 5 yearsN/A-33.49-
Returns for 10 yearsN/A-32.77-
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