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NRGSX vs STSRX
NRGSX vs STSRX Comparison
Open Charts NRGSX vs STSRX
American Beacon Stephens Sm Cp Gr R6
Price$15.90
Change-$1.13 (-6.64%)
VolumeN/A
Net Assets444.59M
NRGSX vs STSRX Comparison Chart in %
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NRGSX vs. STSRX commentary
Feb 04, 2026
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 Hold and STSRX is a Hold.
FUNDAMENTALS
Fundamentals
NRGSX has more cash in the bank: 8.49B vs. STSRX (445M). NRGSX pays higher dividends than STSRX: NRGSX (0.48) vs STSRX (0.00). NRGSX was incepted earlier than STSRX: NRGSX (13 years) vs STSRX (7 years). STSRX (1.05) is less costly to investors than NRGSX (0.74). STSRX is a more actively managed with annual turnover of: 37.00 vs. NRGSX (23.00). NRGSX (0) and STSRX (0) have matching initial minimum investment requirements. STSRX annual gain was more profitable for investors over the last year : 2.19 vs. NRGSX (-12.75). NRGSX (-23.10) and STSRX (-23.34) have equivalent 5 years return.
| NRGSX | STSRX | NRGSX / STSRX | |
| Total Expense Ratio | 0.74 | 0.97 | 76% |
| Annual Report Gross Expense Ratio | 0.74 | 1.05 | 70% |
| Fund Existence | 13 years | 7 years | - |
| Gain YTD | 5.452 | 3.381 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.49B | 445M | 1,909% |
| Annual Yield % from dividends | 0.48 | 0.00 | - |
| Returns for 1 year | -12.75 | 2.19 | -584% |
| Returns for 3 years | -6.33 | 21.37 | -30% |
| Returns for 5 years | -23.10 | -23.34 | 99% |
| Returns for 10 years | 24.83 | N/A | - |
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