Ad is loading...
CSSAX vs VEXRX
CSSAX vs VEXRX Comparison
Open Charts CSSAX vs VEXRX
Carillon Chartwell Small Cap A
Price$24.08
Change+$0.13 (+0.54%)
VolumeN/A
Net Assets195.75M
CSSAX vs VEXRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CSSAX vs. VEXRX 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 VEXRX is a Hold.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 19.8B vs. CSSAX (196M). VEXRX pays higher dividends than CSSAX: VEXRX (0.56) vs CSSAX (0.00). CSSAX was incepted earlier than VEXRX: CSSAX (7 years) vs VEXRX (23 years). CSSAX (1.20) is less costly to investors than VEXRX (0.34). VEXRX is a more actively managed with annual turnover of: 35.00 vs. CSSAX (7.00). CSSAX has a lower initial minimum investment than VEXRX: CSSAX (1000) vs VEXRX (50000). CSSAX annual gain was more profitable for investors over the last year : -6.85 vs. VEXRX (-11.52). VEXRX return over 5 years is better than : 15.48 vs. CSSAX (7.07).
| CSSAX | VEXRX | CSSAX / VEXRX | |
| Total Expense Ratio | 1.20 | 0.34 | 353% |
| Annual Report Gross Expense Ratio | 1.20 | 0.34 | 353% |
| Fund Existence | 7 years | 23 years | - |
| Gain YTD | -16.243 | -15.171 | 107% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 50000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 196M | 19.8B | 1% |
| Annual Yield % from dividends | 0.00 | 0.56 | - |
| Returns for 1 year | -6.85 | -11.52 | 59% |
| Returns for 3 years | -13.04 | -12.22 | 107% |
| Returns for 5 years | 7.07 | 15.48 | 46% |
| Returns for 10 years | N/A | -1.97 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...