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CMCIX vs NRGSX
CMCIX vs NRGSX Comparison
Open Charts CMCIX vs NRGSX
Calvert Small/Mid-Cap I
Price$25.83
Change+$0.13 (+0.51%)
VolumeN/A
Net Assets225.87M
Neuberger Berman Genesis R6
Price$62.80
Change+$0.25 (+0.40%)
VolumeN/A
Net Assets8.71B
CMCIX vs NRGSX Comparison Chart in %
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CMCIX vs. NRGSX commentary
Oct 20, 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 CMCIX is a Hold and NRGSX is a Hold.
FUNDAMENTALS
Fundamentals
NRGSX has more cash in the bank: 8.71B vs. CMCIX (226M). CMCIX pays higher dividends than NRGSX: CMCIX (0.40) vs NRGSX (0.06). CMCIX was incepted earlier than NRGSX: CMCIX (14 years) vs NRGSX (13 years). CMCIX (1.26) is less costly to investors than NRGSX (0.74). CMCIX is a more actively managed with annual turnover of: 42.00 vs. NRGSX (13.00). NRGSX has a lower initial minimum investment than CMCIX: NRGSX (0) vs CMCIX (1000000). CMCIX (-9.98) and NRGSX (-10.12) have marching annual gain over last year. CMCIX return over 5 years is better than : 5.82 vs. NRGSX (-2.32).
| CMCIX | NRGSX | CMCIX / NRGSX | |
| Total Expense Ratio | 0.89 | 0.74 | 120% |
| Annual Report Gross Expense Ratio | 1.26 | 0.74 | 170% |
| Fund Existence | 14 years | 13 years | - |
| Gain YTD | -3.870 | -3.902 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 226M | 8.71B | 3% |
| Annual Yield % from dividends | 0.40 | 0.06 | 615% |
| Returns for 1 year | -9.98 | -10.12 | 99% |
| Returns for 3 years | 11.75 | 5.90 | 199% |
| Returns for 5 years | 5.82 | -2.32 | -251% |
| Returns for 10 years | 13.02 | 10.24 | 127% |
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