CTSOX
Price
$48.53
Change
+$0.52 (+1.08%)
Updated
Jan 15 closing price
Net Assets
634.57M
NRGSX
Price
$58.00
Change
+$0.85 (+1.49%)
Updated
Jan 15 closing price
Net Assets
8.61B
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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$48.53
Change+$0.52 (+1.08%)
VolumeN/A
Net Assets634.57M
Neuberger Genesis R6
Price$58.00
Change+$0.85 (+1.49%)
VolumeN/A
Net Assets8.61B
CTSOX vs NRGSX Comparison Chart in %
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CTSOX vs. NRGSX commentary
Jan 16, 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 CTSOX is a Hold and NRGSX is a Hold.

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FUNDAMENTALS
Fundamentals
NRGSX has more cash in the bank: 8.61B vs. CTSOX (635M). NRGSX pays higher dividends than CTSOX: NRGSX (0.50) vs CTSOX (0.00). 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 : 24.09 vs. NRGSX (-11.92). CTSOX return over 5 years is better than : 25.99 vs. NRGSX (-20.23).
CTSOXNRGSXCTSOX / NRGSX
Total Expense Ratio0.950.74128%
Annual Report Gross Expense Ratio1.000.74135%
Fund Existence7 years13 years-
Gain YTD1.8907.92724%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets635M8.61B7%
Annual Yield % from dividends0.000.50-
Returns for 1 year24.09-11.92-202%
Returns for 3 years95.041.595,962%
Returns for 5 years25.99-20.23-128%
Returns for 10 yearsN/A27.59-
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