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NRGEX vs WTSGX
NRGEX vs WTSGX Comparison
Open Charts NRGEX vs WTSGX
Segall Bryant & Hamill Small Cap Gr Ret
Price$24.09
Change+$2.22 (+10.15%)
VolumeN/A
Net Assets322.69M
NRGEX vs WTSGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
NRGEX has more cash in the bank: 8.44B vs. WTSGX (323M). NRGEX pays higher dividends than WTSGX: NRGEX (1.23) vs WTSGX (0.00). NRGEX was incepted earlier than WTSGX: NRGEX (4 years) vs WTSGX (12 years). WTSGX (1.04) is less costly to investors than NRGEX (0.68). WTSGX is a more actively managed with annual turnover of: 46.00 vs. NRGEX (23.00). NRGEX has a lower initial minimum investment than WTSGX: NRGEX (0) vs WTSGX (2500). WTSGX annual gain was more profitable for investors over the last year : 11.84 vs. NRGEX (-12.11).
| NRGEX | WTSGX | NRGEX / WTSGX | |
| Total Expense Ratio | 0.02 | 1.04 | 2% |
| Annual Report Gross Expense Ratio | 0.68 | 1.04 | 65% |
| Fund Existence | 4 years | 12 years | - |
| Gain YTD | 5.513 | 6.972 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.44B | 323M | 2,613% |
| Annual Yield % from dividends | 1.23 | 0.00 | - |
| Returns for 1 year | -12.11 | 11.84 | -102% |
| Returns for 3 years | -4.30 | 36.95 | -12% |
| Returns for 5 years | N/A | 7.16 | - |
| Returns for 10 years | N/A | 189.89 | - |
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