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CTSOX vs NRGSX
CTSOX vs NRGSX Comparison
Open Charts CTSOX vs NRGSX
Calamos Timpani Small Cap Growth R6
Price$47.45
Change+$1.35 (+2.93%)
VolumeN/A
Net Assets533.03M
Neuberger Berman Genesis R6
Price$63.59
Change+$0.79 (+1.26%)
VolumeN/A
Net Assets8.71B
CTSOX vs NRGSX Comparison Chart in %
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CTSOX vs. NRGSX commentary
Oct 21, 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 Hold.
FUNDAMENTALS
Fundamentals
NRGSX has more cash in the bank: 8.71B vs. CTSOX (533M). CTSOX pays higher dividends than NRGSX: CTSOX (2.17) vs NRGSX (0.06). CTSOX was incepted earlier than NRGSX: CTSOX (6 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 : 28.08 vs. NRGSX (-10.12). CTSOX return over 5 years is better than : 46.39 vs. NRGSX (-2.32).
| CTSOX | NRGSX | CTSOX / NRGSX | |
| Total Expense Ratio | 0.95 | 0.74 | 128% |
| Annual Report Gross Expense Ratio | 1.00 | 0.74 | 135% |
| Fund Existence | 6 years | 13 years | - |
| Gain YTD | 21.958 | -3.902 | -563% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 533M | 8.71B | 6% |
| Annual Yield % from dividends | 2.17 | 0.06 | 3,350% |
| Returns for 1 year | 28.08 | -10.12 | -278% |
| Returns for 3 years | 81.99 | 5.90 | 1,389% |
| Returns for 5 years | 46.39 | -2.32 | -1,998% |
| Returns for 10 years | N/A | 10.24 | - |
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