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CCALX vs NRGSX
CCALX vs NRGSX Comparison
Open Charts CCALX vs NRGSX
Conestoga Small Cap Institutional
Price$70.55
Change-$1.22 (-1.70%)
VolumeN/A
Net Assets3.26B
Neuberger Berman Genesis R6
Price$61.95
Change-$0.68 (-1.09%)
VolumeN/A
Net Assets8.43B
CCALX vs NRGSX Comparison Chart in %
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CCALX vs. NRGSX commentary
Nov 14, 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: 8.43B vs. CCALX (3.26B). NRGSX pays higher dividends than CCALX: NRGSX (0.07) 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 (-13.93) and CCALX (-14.34) have marching annual gain over last year. CCALX return over 5 years is better than : 2.18 vs. NRGSX (-6.57).
| 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 | -9.723 | -4.162 | 234% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.26B | 8.43B | 39% |
| Annual Yield % from dividends | 0.00 | 0.07 | - |
| Returns for 1 year | -14.34 | -13.93 | 103% |
| Returns for 3 years | 8.38 | -1.73 | -483% |
| Returns for 5 years | 2.18 | -6.57 | -33% |
| Returns for 10 years | 102.85 | 10.77 | 955% |
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