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CSSVX vs NRGSX
CSSVX vs NRGSX Comparison
Open Charts CSSVX vs NRGSX
Carillon Chartwell Small Cap R-6
Price$22.87
Change-$9.98 (-30.38%)
VolumeN/A
Net Assets197.61M
CSSVX vs NRGSX Comparison Chart in %
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CSSVX 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 CSSVX is a Buy and NRGSX is a Hold.
FUNDAMENTALS
Fundamentals
NRGSX has more cash in the bank: 8.49B vs. CSSVX (198M). NRGSX pays higher dividends than CSSVX: NRGSX (0.48) 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. NRGSX annual gain was more profitable for investors over the last year : -12.75 vs. CSSVX (-22.16). NRGSX return over 5 years is better than : -23.10 vs. CSSVX (-42.81).
| 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 | 6.620 | 5.452 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 198M | 8.49B | 2% |
| Annual Yield % from dividends | 0.00 | 0.48 | - |
| Returns for 1 year | -22.16 | -12.75 | 174% |
| Returns for 3 years | -18.38 | -6.33 | 290% |
| Returns for 5 years | -42.81 | -23.10 | 185% |
| Returns for 10 years | N/A | 24.83 | - |
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