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NRGEX vs SPWCX
NRGEX vs SPWCX Comparison
Open Charts NRGEX vs SPWCX
Neuberger Berman Genesis E
Price$65.74
Change+$0.40 (+0.61%)
VolumeN/A
Net Assets9.24B
American Beacon Stephens Sm Cp Gr C
Price$9.99
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets437.99M
NRGEX vs SPWCX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
NRGEX has more cash in the bank: 9.24B vs. SPWCX (438M). NRGEX pays higher dividends than SPWCX: NRGEX (0.53) 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 : 5.39 vs. NRGEX (1.06).
| NRGEX | SPWCX | NRGEX / SPWCX | |
| Total Expense Ratio | 0.03 | 2.07 | 1% |
| Annual Report Gross Expense Ratio | 0.69 | 2.15 | 32% |
| Fund Existence | 4 years | 14 years | - |
| Gain YTD | 0.214 | 9.912 | 2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.24B | 438M | 2,111% |
| Annual Yield % from dividends | 0.53 | 0.00 | - |
| Returns for 1 year | 1.06 | 5.39 | 20% |
| Returns for 3 years | 11.09 | 6.97 | 159% |
| Returns for 5 years | N/A | -26.07 | - |
| Returns for 10 years | N/A | -32.55 | - |
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