NRGSX
Price
$63.48
Change
+$0.48 (+0.76%)
Updated
Sep 26 closing price
Net Assets
8.89B
OSTGX
Price
$16.71
Change
+$0.04 (+0.24%)
Updated
Sep 26 closing price
Net Assets
315.26M
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NRGSX vs OSTGX

Header iconNRGSX vs OSTGX Comparison
Open Charts NRGSX vs OSTGXBanner chart's image
Neuberger Berman Genesis R6
Price$63.48
Change+$0.48 (+0.76%)
VolumeN/A
Net Assets8.89B
Osterweis Opportunity Fund
Price$16.71
Change+$0.04 (+0.24%)
VolumeN/A
Net Assets315.26M
NRGSX vs OSTGX Comparison Chart in %
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NRGSX vs. OSTGX commentary
Sep 28, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is NRGSX is a Buy and OSTGX is a Buy.

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FUNDAMENTALS
Fundamentals
NRGSX has more cash in the bank: 8.89B vs. OSTGX (315M). NRGSX pays higher dividends than OSTGX: NRGSX (0.06) vs OSTGX (0.00). NRGSX was incepted earlier than OSTGX: NRGSX (13 years) vs OSTGX (9 years). OSTGX (1.19) is less costly to investors than NRGSX (0.74). OSTGX is a more actively managed with annual turnover of: 137.00 vs. NRGSX (13.00). NRGSX has a lower initial minimum investment than OSTGX: NRGSX (0) vs OSTGX (5000). OSTGX annual gain was more profitable for investors over the last year : -6.28 vs. NRGSX (-6.97). NRGSX return over 5 years is better than : 7.76 vs. OSTGX (-1.01).
NRGSXOSTGXNRGSX / OSTGX
Total Expense Ratio0.741.1266%
Annual Report Gross Expense Ratio0.741.1962%
Fund Existence13 years9 years-
Gain YTD-2.862-3.29987%
Front LoadN/AN/A-
Min. Initial Investment05000-
Min. Initial Investment IRAN/AN/A-
Net Assets8.89B315M2,822%
Annual Yield % from dividends0.060.00-
Returns for 1 year-6.97-6.28111%
Returns for 3 years12.3450.2725%
Returns for 5 years7.76-1.01-771%
Returns for 10 years17.91N/A-
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