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NRGEX vs WSMGX
NRGEX vs WSMGX Comparison
Open Charts NRGEX vs WSMGX
Neuberger Berman Genesis E
Price$64.75
Change+$0.38 (+0.59%)
VolumeN/A
Net Assets9.47B
Wilshire Small Company Growth Instl
Price$20.37
Change+$0.24 (+1.19%)
VolumeN/A
Net Assets23.06M
NRGEX vs WSMGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
NRGEX has more cash in the bank: 9.47B vs. WSMGX (23.1M). NRGEX pays higher dividends than WSMGX: NRGEX (0.55) vs WSMGX (0.00). NRGEX was incepted earlier than WSMGX: NRGEX (3 years) vs WSMGX (29 years). WSMGX (1.67) is less costly to investors than NRGEX (0.69). WSMGX is a more actively managed with annual turnover of: 63.00 vs. NRGEX (13.00). NRGEX has a lower initial minimum investment than WSMGX: NRGEX (0) vs WSMGX (250000). WSMGX annual gain was more profitable for investors over the last year : 5.87 vs. NRGEX (3.16).
| NRGEX | WSMGX | NRGEX / WSMGX | |
| Total Expense Ratio | 0.03 | 1.10 | 3% |
| Annual Report Gross Expense Ratio | 0.69 | 1.67 | 41% |
| Fund Existence | 3 years | 29 years | - |
| Gain YTD | -1.175 | -0.586 | 201% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.47B | 23.1M | 40,996% |
| Annual Yield % from dividends | 0.55 | 0.00 | - |
| Returns for 1 year | 3.16 | 5.87 | 54% |
| Returns for 3 years | 12.85 | 1.19 | 1,078% |
| Returns for 5 years | N/A | -29.49 | - |
| Returns for 10 years | N/A | -24.05 | - |
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