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CMCIX vs NRGEX
CMCIX vs NRGEX Comparison
Open Charts CMCIX vs NRGEX
Calvert Small/Mid-Cap I
Price$25.35
Change-$0.30 (-1.17%)
VolumeN/A
Net Assets217.57M
Neuberger Berman Genesis E
Price$62.50
Change-$0.68 (-1.08%)
VolumeN/A
Net Assets8.43B
CMCIX vs NRGEX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
NRGEX has more cash in the bank: 8.43B vs. CMCIX (218M). NRGEX pays higher dividends than CMCIX: NRGEX (0.55) vs CMCIX (0.41). CMCIX was incepted earlier than NRGEX: CMCIX (14 years) vs NRGEX (4 years). CMCIX (1.26) is less costly to investors than NRGEX (0.69). CMCIX is a more actively managed with annual turnover of: 42.00 vs. NRGEX (13.00). NRGEX has a lower initial minimum investment than CMCIX: NRGEX (0) vs CMCIX (1000000). NRGEX annual gain was more profitable for investors over the last year : -13.32 vs. CMCIX (-14.53).
| CMCIX | NRGEX | CMCIX / NRGEX | |
| Total Expense Ratio | 0.89 | 0.03 | 2,967% |
| Annual Report Gross Expense Ratio | 1.26 | 0.69 | 183% |
| Fund Existence | 14 years | 4 years | - |
| Gain YTD | -5.657 | -3.571 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218M | 8.43B | 3% |
| Annual Yield % from dividends | 0.41 | 0.55 | 75% |
| Returns for 1 year | -14.53 | -13.32 | 109% |
| Returns for 3 years | 5.27 | 0.35 | 1,509% |
| Returns for 5 years | -1.53 | N/A | - |
| Returns for 10 years | 11.50 | N/A | - |
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