CCALX
Price
$68.65
Change
-$2.93 (-4.09%)
Updated
Feb 3 closing price
Net Assets
2.94B
NRGSX
Price
$56.67
Change
-$6.12 (-9.75%)
Updated
Feb 3 closing price
Net Assets
8.49B
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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$68.65
Change-$2.93 (-4.09%)
VolumeN/A
Net Assets2.94B
Neuberger Genesis R6
Price$56.67
Change-$6.12 (-9.75%)
VolumeN/A
Net Assets8.49B
CCALX vs NRGSX Comparison Chart in %
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CCALX vs. NRGSX commentary
Feb 04, 2026

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.

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FUNDAMENTALS
Fundamentals
NRGSX has more cash in the bank: 8.49B vs. CCALX (2.94B). NRGSX pays higher dividends than CCALX: NRGSX (0.48) 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). NRGSX is a more actively managed with annual turnover of: 23.00 vs. CCALX (17.00). 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 : -12.75 vs. CCALX (-14.23). CCALX return over 5 years is better than : -17.85 vs. NRGSX (-23.10).
CCALXNRGSXCCALX / NRGSX
Total Expense Ratio0.900.74122%
Annual Report Gross Expense Ratio0.990.74134%
Fund Existence11 years13 years-
Gain YTD2.0675.45238%
Front LoadN/AN/A-
Min. Initial Investment2500000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.94B8.49B35%
Annual Yield % from dividends0.000.48-
Returns for 1 year-14.23-12.75112%
Returns for 3 years-1.25-6.3320%
Returns for 5 years-17.85-23.1077%
Returns for 10 years124.3524.83501%
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