CTSOX
Price
$48.40
Change
+$0.68 (+1.42%)
Updated
Dec 4 closing price
Net Assets
599.43M
NRGSX
Price
$63.83
Change
+$0.89 (+1.41%)
Updated
Dec 3 closing price
Net Assets
8.56B
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CTSOX vs NRGSX

Header iconCTSOX vs NRGSX Comparison
Open Charts CTSOX vs NRGSXBanner chart's image
Calamos Timpani Small Cap Growth R6
Price$48.40
Change+$0.68 (+1.42%)
VolumeN/A
Net Assets599.43M
Neuberger Berman Genesis R6
Price$63.83
Change+$0.89 (+1.41%)
VolumeN/A
Net Assets8.56B
CTSOX vs NRGSX Comparison Chart in %
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CTSOX vs. NRGSX commentary
Dec 05, 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 CTSOX is a StrongBuy and NRGSX is a Buy.

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FUNDAMENTALS
Fundamentals
NRGSX has more cash in the bank: 8.56B vs. CTSOX (599M). CTSOX pays higher dividends than NRGSX: CTSOX (2.07) vs NRGSX (0.07). CTSOX was incepted earlier than NRGSX: CTSOX (7 years) vs NRGSX (13 years). CTSOX (1.00) is less costly to investors than NRGSX (0.74). CTSOX is a more actively managed with annual turnover of: 229.00 vs. NRGSX (13.00). CTSOX (0) and NRGSX (0) have matching initial minimum investment requirements. CTSOX annual gain was more profitable for investors over the last year : 15.10 vs. NRGSX (-13.05). CTSOX return over 5 years is better than : 40.33 vs. NRGSX (-7.93).
CTSOXNRGSXCTSOX / NRGSX
Total Expense Ratio0.950.74128%
Annual Report Gross Expense Ratio1.000.74135%
Fund Existence7 years13 years-
Gain YTD26.243-2.326-1,128%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets599M8.56B7%
Annual Yield % from dividends2.070.073,179%
Returns for 1 year15.10-13.05-116%
Returns for 3 years82.01-1.33-6,172%
Returns for 5 years40.33-7.93-508%
Returns for 10 yearsN/A8.92-
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