CSSVX
Price
$33.57
Change
+$0.77 (+2.35%)
Updated
Oct 24 closing price
Net Assets
238.5M
NRGSX
Price
$63.86
Change
+$0.10 (+0.16%)
Updated
Oct 24 closing price
Net Assets
8.83B
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CSSVX vs NRGSX

Header iconCSSVX vs NRGSX Comparison
Open Charts CSSVX vs NRGSXBanner chart's image
Carillon Chartwell Small Cap R-6
Price$33.57
Change+$0.77 (+2.35%)
VolumeN/A
Net Assets238.5M
Neuberger Berman Genesis R6
Price$63.86
Change+$0.10 (+0.16%)
VolumeN/A
Net Assets8.83B
CSSVX vs NRGSX Comparison Chart in %
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CSSVX vs. NRGSX commentary
Oct 27, 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 CSSVX is a Hold and NRGSX is a Buy.

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FUNDAMENTALS
Fundamentals
NRGSX has more cash in the bank: 8.83B vs. CSSVX (239M). NRGSX pays higher dividends than CSSVX: NRGSX (0.06) vs CSSVX (0.00). CSSVX was incepted earlier than NRGSX: CSSVX (8 years) vs NRGSX (13 years). CSSVX (0.85) is less costly to investors than NRGSX (0.74). CSSVX is a more actively managed with annual turnover of: 27.00 vs. NRGSX (13.00). CSSVX (0) and NRGSX (0) have matching initial minimum investment requirements. CSSVX annual gain was more profitable for investors over the last year : 5.67 vs. NRGSX (-6.16). CSSVX return over 5 years is better than : 6.46 vs. NRGSX (-1.42).
CSSVXNRGSXCSSVX / NRGSX
Total Expense Ratio0.850.74115%
Annual Report Gross Expense Ratio0.850.74115%
Fund Existence8 years13 years-
Gain YTD13.527-2.280-593%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets239M8.83B3%
Annual Yield % from dividends0.000.06-
Returns for 1 year5.67-6.16-92%
Returns for 3 years31.806.28506%
Returns for 5 years6.46-1.42-455%
Returns for 10 yearsN/A12.40-
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