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NRGEX vs SPWCX
NRGEX vs SPWCX Comparison
Open Charts NRGEX vs SPWCX
American Beacon Stephens Sm Cp Gr C
Price$8.70
Change-$0.19 (-2.14%)
VolumeN/A
Net Assets429.49M
NRGEX vs SPWCX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
NRGEX has more cash in the bank: 8.61B vs. SPWCX (429M). NRGEX pays higher dividends than SPWCX: NRGEX (1.23) 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 (0.68). SPWCX is a more actively managed with annual turnover of: 37.00 vs. NRGEX (23.00). 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 : -6.62 vs. NRGEX (-11.32).
| NRGEX | SPWCX | NRGEX / SPWCX | |
| Total Expense Ratio | 0.02 | 2.07 | 1% |
| Annual Report Gross Expense Ratio | 0.68 | 2.15 | 32% |
| Fund Existence | 4 years | 14 years | - |
| Gain YTD | 7.462 | 2.184 | 342% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.61B | 429M | 2,007% |
| Annual Yield % from dividends | 1.23 | 0.00 | - |
| Returns for 1 year | -11.32 | -6.62 | 171% |
| Returns for 3 years | -2.53 | 4.47 | -57% |
| Returns for 5 years | N/A | -44.33 | - |
| Returns for 10 years | N/A | -23.17 | - |
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