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CCALX vs NRGSX
CCALX vs NRGSX Comparison
Open Charts CCALX vs NRGSX
CCALX vs NRGSX Comparison Chart in %
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CCALX vs. NRGSX commentary
Sep 07, 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 CCALX is a Hold and NRGSX is a Buy.
FUNDAMENTALS
Fundamentals
NRGSX has more cash in the bank: 7.2B vs. CCALX (1.49B). NRGSX pays higher dividends than CCALX: NRGSX (0.44) vs CCALX (0.00). CCALX was incepted earlier than NRGSX: CCALX (12 years) vs NRGSX (13 years). CCALX (0.99) is less costly to investors than NRGSX (0.74). NRGSX is a more actively managed with annual turnover of: 23.00 vs. CCALX (17.00). NRGSX has a lower initial minimum investment than CCALX: NRGSX (0) vs CCALX (250000). NRGSX annual gain was more profitable for investors over the last year : -4.64 vs. CCALX (-9.20). NRGSX return over 5 years is better than : -22.73 vs. CCALX (-24.81).
| CCALX | NRGSX | CCALX / NRGSX | |
| Total Expense Ratio | 0.90 | 0.74 | 122% |
| Annual Report Gross Expense Ratio | 0.99 | 0.74 | 134% |
| Fund Existence | 12 years | 13 years | - |
| Gain YTD | 0.327 | 14.533 | 2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.49B | 7.2B | 21% |
| Annual Yield % from dividends | 0.00 | 0.44 | - |
| Returns for 1 year | -9.20 | -4.64 | 198% |
| Returns for 3 years | -2.57 | 3.67 | -70% |
| Returns for 5 years | -24.81 | -22.73 | 109% |
| Returns for 10 years | 73.11 | 9.96 | 734% |
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