Interact to see
Advertisement
Advertisement
CSSAX vs NRGSX
CSSAX vs NRGSX Comparison
Open Charts CSSAX vs NRGSX
Carillon Chartwell Small Cap A
Price$33.40
Change+$0.06 (+0.18%)
VolumeN/A
Net Assets209.05M
CSSAX vs NRGSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CSSAX vs. NRGSX commentary
Dec 26, 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 CSSAX is a StrongBuy and NRGSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NRGSX has more cash in the bank: 8.21B vs. CSSAX (209M). NRGSX pays higher dividends than CSSAX: NRGSX (0.07) vs CSSAX (0.00). CSSAX was incepted earlier than NRGSX: CSSAX (8 years) vs NRGSX (13 years). CSSAX (1.14) is less costly to investors than NRGSX (0.74). CSSAX is a more actively managed with annual turnover of: 27.00 vs. NRGSX (23.00). NRGSX has a lower initial minimum investment than CSSAX: NRGSX (0) vs CSSAX (1000). CSSAX annual gain was more profitable for investors over the last year : 3.34 vs. NRGSX (-17.12). CSSAX return over 5 years is better than : -7.12 vs. NRGSX (-21.07).
| CSSAX | NRGSX | CSSAX / NRGSX | |
| Total Expense Ratio | 1.14 | 0.74 | 154% |
| Annual Report Gross Expense Ratio | 1.14 | 0.74 | 154% |
| Fund Existence | 8 years | 13 years | - |
| Gain YTD | 16.174 | -15.822 | -102% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209M | 8.21B | 3% |
| Annual Yield % from dividends | 0.00 | 0.07 | - |
| Returns for 1 year | 3.34 | -17.12 | -20% |
| Returns for 3 years | 38.94 | 1.26 | 3,099% |
| Returns for 5 years | -7.12 | -21.07 | 34% |
| Returns for 10 years | N/A | 7.95 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers