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CMCIX vs NRGSX
CMCIX vs NRGSX Comparison
Open Charts CMCIX vs NRGSX
Calvert Small/Mid-Cap I
Price$24.66
Change-$0.09 (-0.36%)
VolumeN/A
Net Assets217.57M
Neuberger Berman Genesis R6
Price$60.43
Change+$0.04 (+0.07%)
VolumeN/A
Net Assets8.19B
CMCIX vs NRGSX Comparison Chart in %
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CMCIX vs. NRGSX commentary
Nov 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: 8.19B vs. CMCIX (218M). CMCIX pays higher dividends than NRGSX: CMCIX (0.41) vs NRGSX (0.07). 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). NRGSX (-14.62) and CMCIX (-15.36) have marching annual gain over last year. CMCIX return over 5 years is better than : -4.27 vs. NRGSX (-11.01).
| 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 | -7.890 | -7.590 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218M | 8.19B | 3% |
| Annual Yield % from dividends | 0.41 | 0.07 | 617% |
| Returns for 1 year | -15.36 | -14.62 | 105% |
| Returns for 3 years | 2.36 | -4.10 | -58% |
| Returns for 5 years | -4.27 | -11.01 | 39% |
| Returns for 10 years | 8.38 | 3.70 | 227% |
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