Interact to see
Advertisement
Advertisement
NRGSX vs WIAEX
NRGSX vs WIAEX Comparison
Open Charts NRGSX vs WIAEX
Wasatch Small Cap Growth Institutional
Price$38.09
Change-$1.44 (-3.64%)
VolumeN/A
Net Assets1.4B
NRGSX vs WIAEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
NRGSX vs. WIAEX 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 WIAEX is a Hold.
FUNDAMENTALS
Fundamentals
NRGSX has more cash in the bank: 8.49B vs. WIAEX (1.4B). NRGSX pays higher dividends than WIAEX: NRGSX (0.48) vs WIAEX (0.00). NRGSX was incepted earlier than WIAEX: NRGSX (13 years) vs WIAEX (10 years). WIAEX (1.07) is less costly to investors than NRGSX (0.74). WIAEX is a more actively managed with annual turnover of: 39.00 vs. NRGSX (23.00). NRGSX has a lower initial minimum investment than WIAEX: NRGSX (0) vs WIAEX (100000). NRGSX annual gain was more profitable for investors over the last year : -12.75 vs. WIAEX (-14.10). NRGSX return over 5 years is better than : -23.10 vs. WIAEX (-38.10).
| NRGSX | WIAEX | NRGSX / WIAEX | |
| Total Expense Ratio | 0.74 | 1.05 | 70% |
| Annual Report Gross Expense Ratio | 0.74 | 1.07 | 69% |
| Fund Existence | 13 years | 10 years | - |
| Gain YTD | 5.452 | -0.210 | -2,601% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.49B | 1.4B | 605% |
| Annual Yield % from dividends | 0.48 | 0.00 | - |
| Returns for 1 year | -12.75 | -14.10 | 90% |
| Returns for 3 years | -6.33 | 6.63 | -95% |
| Returns for 5 years | -23.10 | -38.10 | 61% |
| Returns for 10 years | 24.83 | 7.84 | 317% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement