CSSAX
Price
$31.43
Change
-$0.16 (-0.51%)
Updated
Oct 17 closing price
Net Assets
230.53M
NRGSX
Price
$62.80
Change
+$0.25 (+0.40%)
Updated
Oct 17 closing price
Net Assets
8.71B
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CSSAX vs NRGSX

Header iconCSSAX vs NRGSX Comparison
Open Charts CSSAX vs NRGSXBanner chart's image
Carillon Chartwell Small Cap A
Price$31.43
Change-$0.16 (-0.51%)
VolumeN/A
Net Assets230.53M
Neuberger Berman Genesis R6
Price$62.80
Change+$0.25 (+0.40%)
VolumeN/A
Net Assets8.71B
CSSAX vs NRGSX Comparison Chart in %
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CSSAX vs. NRGSX commentary
Oct 21, 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.

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FUNDAMENTALS
Fundamentals
NRGSX has more cash in the bank: 8.71B vs. CSSAX (231M). NRGSX pays higher dividends than CSSAX: NRGSX (0.06) 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 : -2.00 vs. NRGSX (-10.12). CSSAX return over 5 years is better than : 0.48 vs. NRGSX (-2.32).
CSSAXNRGSXCSSAX / NRGSX
Total Expense Ratio1.140.74154%
Annual Report Gross Expense Ratio1.140.74154%
Fund Existence8 years13 years-
Gain YTD9.322-3.902-239%
Front Load5%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets231M8.71B3%
Annual Yield % from dividends0.000.06-
Returns for 1 year-2.00-10.1220%
Returns for 3 years30.745.90521%
Returns for 5 years0.48-2.32-21%
Returns for 10 yearsN/A10.24-
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