Interact to see
Advertisement
Advertisement
CSSVX vs VEXPX
CSSVX vs VEXPX Comparison
Open Charts CSSVX vs VEXPX
Carillon Chartwell Small Cap R-6
Price$26.65
Change-$0.65 (-2.38%)
VolumeN/A
Net Assets204.2M
CSSVX vs VEXPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CSSVX vs. VEXPX commentary
May 22, 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 CSSVX is a Buy and VEXPX is a Buy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 18.9B vs. CSSVX (204M). VEXPX pays higher dividends than CSSVX: VEXPX (0.44) vs CSSVX (0.00). CSSVX was incepted earlier than VEXPX: CSSVX (8 years) vs VEXPX (57 years). CSSVX (0.85) is less costly to investors than VEXPX (0.44). VEXPX is a more actively managed with annual turnover of: 35.00 vs. CSSVX (27.00). CSSVX has a lower initial minimum investment than VEXPX: CSSVX (0) vs VEXPX (3000). VEXPX annual gain was more profitable for investors over the last year : -5.42 vs. CSSVX (-7.50). VEXPX return over 5 years is better than : 15.91 vs. CSSVX (2.99).
| CSSVX | VEXPX | CSSVX / VEXPX | |
| Total Expense Ratio | 0.85 | 0.44 | 193% |
| Annual Report Gross Expense Ratio | 0.85 | 0.44 | 193% |
| Fund Existence | 8 years | 57 years | - |
| Gain YTD | -9.875 | -3.854 | 256% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 204M | 18.9B | 1% |
| Annual Yield % from dividends | 0.00 | 0.44 | - |
| Returns for 1 year | -7.50 | -5.42 | 138% |
| Returns for 3 years | 3.78 | 12.99 | 29% |
| Returns for 5 years | 2.99 | 15.91 | 19% |
| Returns for 10 years | N/A | 11.57 | - |