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CSSVX vs NRGSX
CSSVX vs NRGSX Comparison
Open Charts CSSVX vs NRGSX
Carillon Chartwell Small Cap R-6
Price$22.53
Change+$0.02 (+0.09%)
VolumeN/A
Net Assets196.33M
CSSVX vs NRGSX Comparison Chart in %
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CSSVX vs. NRGSX commentary
Jan 15, 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 Hold and NRGSX is a Hold.
FUNDAMENTALS
Fundamentals
NRGSX has more cash in the bank: 8.57B vs. CSSVX (196M). NRGSX pays higher dividends than CSSVX: NRGSX (0.50) 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 : -12.03 vs. CSSVX (-25.30). NRGSX return over 5 years is better than : -21.40 vs. CSSVX (-40.93).
| 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 | 5.035 | 6.345 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 196M | 8.57B | 2% |
| Annual Yield % from dividends | 0.00 | 0.50 | - |
| Returns for 1 year | -25.30 | -12.03 | 210% |
| Returns for 3 years | -14.95 | 0.11 | -14,200% |
| Returns for 5 years | -40.93 | -21.40 | 191% |
| Returns for 10 years | N/A | 25.72 | - |
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