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CSSAX vs NRGSX
CSSAX vs NRGSX Comparison
Open Charts CSSAX vs NRGSX
Carillon Chartwell Small Cap A
Price$31.11
Change+$0.33 (+1.07%)
VolumeN/A
Net Assets224.13M
Neuberger Berman Genesis R6
Price$60.43
Change+$0.04 (+0.07%)
VolumeN/A
Net Assets8.19B
CSSAX vs NRGSX Comparison Chart in %
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CSSAX 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 CSSAX is a Hold and NRGSX is a Hold.
FUNDAMENTALS
Fundamentals
NRGSX has more cash in the bank: 8.19B vs. CSSAX (224M). NRGSX pays higher dividends than CSSAX: NRGSX (0.07) vs CSSAX (0.00). CSSAX was incepted earlier than NRGSX: CSSAX (8 years) vs NRGSX (13 years). CSSAX (1.14) is less costly to investors than NRGSX (0.74). CSSAX is a more actively managed with annual turnover of: 27.00 vs. NRGSX (13.00). NRGSX has a lower initial minimum investment than CSSAX: NRGSX (0) vs CSSAX (1000). CSSAX annual gain was more profitable for investors over the last year : -5.35 vs. NRGSX (-14.62). CSSAX return over 5 years is better than : -9.26 vs. NRGSX (-11.01).
| CSSAX | NRGSX | CSSAX / NRGSX | |
| Total Expense Ratio | 1.14 | 0.74 | 154% |
| Annual Report Gross Expense Ratio | 1.14 | 0.74 | 154% |
| Fund Existence | 8 years | 13 years | - |
| Gain YTD | 7.061 | -7.590 | -93% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 224M | 8.19B | 3% |
| Annual Yield % from dividends | 0.00 | 0.07 | - |
| Returns for 1 year | -5.35 | -14.62 | 37% |
| Returns for 3 years | 18.84 | -4.10 | -460% |
| Returns for 5 years | -9.26 | -11.01 | 84% |
| Returns for 10 years | N/A | 3.70 | - |
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