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CSSAX vs VEXRX
CSSAX vs VEXRX Comparison
Open Charts CSSAX vs VEXRX
Carillon Chartwell Small Cap A
Price$25.49
Change+$0.36 (+1.43%)
VolumeN/A
Net Assets194.04M
CSSAX vs VEXRX Comparison Chart
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CSSAX vs. VEXRX commentary
May 09, 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 Buy and VEXRX is a Buy.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 18.9B vs. CSSAX (194M). VEXRX pays higher dividends than CSSAX: VEXRX (0.57) vs CSSAX (0.00). CSSAX was incepted earlier than VEXRX: CSSAX (7 years) vs VEXRX (24 years). CSSAX (1.20) is less costly to investors than VEXRX (0.33). VEXRX is a more actively managed with annual turnover of: 35.00 vs. CSSAX (27.00). 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 : -7.07 vs. VEXRX (-8.83). VEXRX return over 5 years is better than : 12.72 vs. CSSAX (2.00).
| CSSAX | VEXRX | CSSAX / VEXRX | |
| Total Expense Ratio | 1.20 | 0.33 | 364% |
| Annual Report Gross Expense Ratio | 1.20 | 0.33 | 364% |
| Fund Existence | 7 years | 24 years | - |
| Gain YTD | -11.339 | -9.153 | 124% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 50000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 194M | 18.9B | 1% |
| Annual Yield % from dividends | 0.00 | 0.57 | - |
| Returns for 1 year | -7.07 | -8.83 | 80% |
| Returns for 3 years | 2.33 | 7.57 | 31% |
| Returns for 5 years | 2.00 | 12.72 | 16% |
| Returns for 10 years | N/A | 6.85 | - |
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