NRGSX
Price
$63.83
Change
+$0.89 (+1.41%)
Updated
Dec 3 closing price
Net Assets
8.56B
WGMVX
Price
$4.51
Change
+$0.01 (+0.22%)
Updated
Dec 2 closing price
Net Assets
339.02M
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NRGSX vs WGMVX

Header iconNRGSX vs WGMVX Comparison
Open Charts NRGSX vs WGMVXBanner chart's image
Neuberger Berman Genesis R6
Price$63.83
Change+$0.89 (+1.41%)
VolumeN/A
Net Assets8.56B
Wasatch Micro Cap Value Institutional
Price$4.51
Change+$0.01 (+0.22%)
VolumeN/A
Net Assets339.02M
NRGSX vs WGMVX Comparison Chart in %
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NRGSX vs. WGMVX commentary
Dec 04, 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 WGMVX is a Buy.

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FUNDAMENTALS
Fundamentals
NRGSX has more cash in the bank: 8.56B vs. WGMVX (339M). NRGSX pays higher dividends than WGMVX: NRGSX (0.07) vs WGMVX (0.00). NRGSX was incepted earlier than WGMVX: NRGSX (13 years) vs WGMVX (6 years). WGMVX (1.63) is less costly to investors than NRGSX (0.74). WGMVX is a more actively managed with annual turnover of: 54.00 vs. NRGSX (13.00). NRGSX has a lower initial minimum investment than WGMVX: NRGSX (0) vs WGMVX (100000). WGMVX annual gain was more profitable for investors over the last year : -0.22 vs. NRGSX (-14.38). WGMVX return over 5 years is better than : 4.90 vs. NRGSX (-7.82).
NRGSXWGMVXNRGSX / WGMVX
Total Expense Ratio0.741.6046%
Annual Report Gross Expense Ratio0.741.6345%
Fund Existence13 years6 years-
Gain YTD-3.5656.888-52%
Front LoadN/AN/A-
Min. Initial Investment0100000-
Min. Initial Investment IRAN/AN/A-
Net Assets8.56B339M2,524%
Annual Yield % from dividends0.070.00-
Returns for 1 year-14.38-0.226,486%
Returns for 3 years-2.5846.58-6%
Returns for 5 years-7.824.90-160%
Returns for 10 years7.54N/A-
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