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CCALX vs NRGSX
CCALX vs NRGSX Comparison
Open Charts CCALX vs NRGSX
Conestoga Small Cap Institutional
Price$71.40
Change+$0.01 (+0.01%)
VolumeN/A
Net Assets3.34B
Neuberger Berman Genesis R6
Price$62.80
Change+$0.25 (+0.40%)
VolumeN/A
Net Assets8.68B
CCALX vs NRGSX Comparison Chart in %
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CCALX vs. NRGSX commentary
Oct 19, 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 CCALX is a Hold and NRGSX is a Hold.
FUNDAMENTALS
Fundamentals
NRGSX has more cash in the bank: 8.69B vs. CCALX (3.34B). NRGSX pays higher dividends than CCALX: NRGSX (0.06) vs CCALX (0.00). CCALX was incepted earlier than NRGSX: CCALX (11 years) vs NRGSX (13 years). CCALX (0.99) is less costly to investors than NRGSX (0.74). CCALX is a more actively managed with annual turnover of: 16.00 vs. NRGSX (13.00). NRGSX has a lower initial minimum investment than CCALX: NRGSX (0) vs CCALX (250000). CCALX (-9.79) and NRGSX (-10.12) have marching annual gain over last year. CCALX return over 5 years is better than : 5.36 vs. NRGSX (-2.32).
| CCALX | NRGSX | CCALX / NRGSX | |
| Total Expense Ratio | 0.90 | 0.74 | 122% |
| Annual Report Gross Expense Ratio | 0.99 | 0.74 | 134% |
| Fund Existence | 11 years | 13 years | - |
| Gain YTD | -10.189 | -3.902 | 261% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.34B | 8.69B | 39% |
| Annual Yield % from dividends | 0.00 | 0.06 | - |
| Returns for 1 year | -9.79 | -10.12 | 97% |
| Returns for 3 years | 17.18 | 5.90 | 291% |
| Returns for 5 years | 5.36 | -2.32 | -231% |
| Returns for 10 years | 99.94 | 10.24 | 976% |
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