CTSOX
Price
$48.96
Change
-$0.21 (-0.43%)
Updated
Dec 26 closing price
Net Assets
640.33M
NRGSX
Price
$54.92
Change
-$0.09 (-0.16%)
Updated
Dec 26 closing price
Net Assets
8.21B
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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$48.96
Change-$0.21 (-0.43%)
VolumeN/A
Net Assets640.33M
Neuberger Genesis R6
Price$54.92
Change-$0.09 (-0.16%)
VolumeN/A
Net Assets8.21B
CTSOX vs NRGSX Comparison Chart in %
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CTSOX vs. NRGSX commentary
Dec 27, 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 Buy and NRGSX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
NRGSX has more cash in the bank: 8.21B vs. CTSOX (640M). 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 (23.00). CTSOX (0) and NRGSX (0) have matching initial minimum investment requirements. CTSOX annual gain was more profitable for investors over the last year : 27.61 vs. NRGSX (-17.12). CTSOX return over 5 years is better than : 35.40 vs. NRGSX (-21.07).
CTSOXNRGSXCTSOX / NRGSX
Total Expense Ratio0.950.74128%
Annual Report Gross Expense Ratio1.000.74135%
Fund Existence7 years13 years-
Gain YTD30.079-15.822-190%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets640M8.21B8%
Annual Yield % from dividends2.070.073,179%
Returns for 1 year27.61-17.12-161%
Returns for 3 years101.721.268,095%
Returns for 5 years35.40-21.07-168%
Returns for 10 yearsN/A7.95-
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