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CSSAX vs NRGSX
CSSAX vs NRGSX Comparison
Open Charts CSSAX vs NRGSX
Carillon Chartwell Small Cap A
Price$21.81
Change-$0.35 (-1.58%)
VolumeN/A
Net Assets198.16M
CSSAX vs NRGSX Comparison Chart in %
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CSSAX vs. NRGSX commentary
Feb 05, 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 CSSAX is a Buy and NRGSX is a Hold.
FUNDAMENTALS
Fundamentals
NRGSX has more cash in the bank: 8.59B vs. CSSAX (198M). NRGSX pays higher dividends than CSSAX: NRGSX (0.48) 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). NRGSX annual gain was more profitable for investors over the last year : -12.75 vs. CSSAX (-22.41). NRGSX return over 5 years is better than : -23.10 vs. CSSAX (-43.94).
| 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 | 6.590 | 5.452 | 121% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 198M | 8.59B | 2% |
| Annual Yield % from dividends | 0.00 | 0.48 | - |
| Returns for 1 year | -22.41 | -12.75 | 176% |
| Returns for 3 years | -19.18 | -6.33 | 303% |
| Returns for 5 years | -43.94 | -23.10 | 190% |
| Returns for 10 years | N/A | 24.83 | - |
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