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CSSAX vs VEXPX
CSSAX vs VEXPX Comparison
Open Charts CSSAX vs VEXPX
Carillon Chartwell Small Cap A
Price$24.08
Change+$0.13 (+0.54%)
VolumeN/A
Net Assets195.75M
CSSAX vs VEXPX Comparison Chart
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CSSAX vs. VEXPX commentary
Apr 18, 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 CSSAX is a Hold and VEXPX is a Hold.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 19.8B vs. CSSAX (196M). VEXPX pays higher dividends than CSSAX: VEXPX (0.44) vs CSSAX (0.00). CSSAX was incepted earlier than VEXPX: CSSAX (7 years) vs VEXPX (57 years). CSSAX (1.20) is less costly to investors than VEXPX (0.45). VEXPX is a more actively managed with annual turnover of: 35.00 vs. CSSAX (7.00). CSSAX has a lower initial minimum investment than VEXPX: CSSAX (1000) vs VEXPX (3000). CSSAX annual gain was more profitable for investors over the last year : -6.85 vs. VEXPX (-11.60). VEXPX return over 5 years is better than : 15.44 vs. CSSAX (7.07).
| CSSAX | VEXPX | CSSAX / VEXPX | |
| Total Expense Ratio | 1.20 | 0.45 | 267% |
| Annual Report Gross Expense Ratio | 1.20 | 0.45 | 267% |
| Fund Existence | 7 years | 57 years | - |
| Gain YTD | -16.243 | -15.198 | 107% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 196M | 19.8B | 1% |
| Annual Yield % from dividends | 0.00 | 0.44 | - |
| Returns for 1 year | -6.85 | -11.60 | 59% |
| Returns for 3 years | -13.04 | -12.30 | 106% |
| Returns for 5 years | 7.07 | 15.44 | 46% |
| Returns for 10 years | N/A | -2.05 | - |
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