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CSSVX vs NRGSX
CSSVX vs NRGSX Comparison
Open Charts CSSVX vs NRGSX
Carillon Chartwell Small Cap R-6
Price$34.46
Change+$0.06 (+0.17%)
VolumeN/A
Net Assets209.05M
CSSVX vs NRGSX Comparison Chart in %
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CSSVX 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 CSSVX is a StrongBuy and NRGSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NRGSX has more cash in the bank: 8.21B vs. CSSVX (209M). NRGSX pays higher dividends than CSSVX: NRGSX (0.07) vs CSSVX (0.00). CSSVX was incepted earlier than NRGSX: CSSVX (8 years) vs NRGSX (13 years). CSSVX (0.85) is less costly to investors than NRGSX (0.74). CSSVX is a more actively managed with annual turnover of: 27.00 vs. NRGSX (23.00). CSSVX (0) and NRGSX (0) have matching initial minimum investment requirements. CSSVX annual gain was more profitable for investors over the last year : 3.70 vs. NRGSX (-17.12). CSSVX return over 5 years is better than : -5.23 vs. NRGSX (-21.07).
| CSSVX | NRGSX | CSSVX / NRGSX | |
| Total Expense Ratio | 0.85 | 0.74 | 115% |
| Annual Report Gross Expense Ratio | 0.85 | 0.74 | 115% |
| Fund Existence | 8 years | 13 years | - |
| Gain YTD | 16.537 | -15.822 | -105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 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 | 3.70 | -17.12 | -22% |
| Returns for 3 years | 40.31 | 1.26 | 3,208% |
| Returns for 5 years | -5.23 | -21.07 | 25% |
| Returns for 10 years | N/A | 7.95 | - |
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