CCALX
Price
$71.93
Change
+$0.45 (+0.63%)
Updated
Sep 26 closing price
Net Assets
3.42B
NRGSX
Price
$63.48
Change
+$0.48 (+0.76%)
Updated
Sep 26 closing price
Net Assets
8.83B
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CCALX vs NRGSX

Header iconCCALX vs NRGSX Comparison
Open Charts CCALX vs NRGSXBanner chart's image
Conestoga Small Cap Institutional
Price$71.93
Change+$0.45 (+0.63%)
VolumeN/A
Net Assets3.42B
Neuberger Berman Genesis R6
Price$63.48
Change+$0.48 (+0.76%)
VolumeN/A
Net Assets8.83B
CCALX vs NRGSX Comparison Chart in %
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CCALX vs. NRGSX commentary
Sep 28, 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 Buy.

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FUNDAMENTALS
Fundamentals
NRGSX has more cash in the bank: 8.83B vs. CCALX (3.42B). 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). NRGSX annual gain was more profitable for investors over the last year : -6.97 vs. CCALX (-7.59). CCALX return over 5 years is better than : 16.30 vs. NRGSX (7.76).
CCALXNRGSXCCALX / NRGSX
Total Expense Ratio0.900.74122%
Annual Report Gross Expense Ratio0.990.74134%
Fund Existence11 years13 years-
Gain YTD-9.522-2.862333%
Front LoadN/AN/A-
Min. Initial Investment2500000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.42B8.83B39%
Annual Yield % from dividends0.000.06-
Returns for 1 year-7.59-6.97109%
Returns for 3 years22.5412.34183%
Returns for 5 years16.307.76210%
Returns for 10 years118.3017.91660%
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