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CSSVX vs VEXRX
CSSVX vs VEXRX Comparison
Open Charts CSSVX vs VEXRX
Carillon Chartwell Small Cap R-6
Price$26.65
Change-$0.65 (-2.38%)
VolumeN/A
Net Assets204.2M
CSSVX vs VEXRX Comparison Chart
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CSSVX vs. VEXRX 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 VEXRX is a Buy.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 18.9B vs. CSSVX (204M). VEXRX pays higher dividends than CSSVX: VEXRX (0.57) vs CSSVX (0.00). CSSVX was incepted earlier than VEXRX: CSSVX (8 years) vs VEXRX (24 years). CSSVX (0.85) is less costly to investors than VEXRX (0.33). VEXRX is a more actively managed with annual turnover of: 35.00 vs. CSSVX (27.00). CSSVX has a lower initial minimum investment than VEXRX: CSSVX (0) vs VEXRX (50000). VEXRX annual gain was more profitable for investors over the last year : -5.33 vs. CSSVX (-7.50). VEXRX return over 5 years is better than : 15.94 vs. CSSVX (2.99).
| CSSVX | VEXRX | CSSVX / VEXRX | |
| Total Expense Ratio | 0.85 | 0.33 | 258% |
| Annual Report Gross Expense Ratio | 0.85 | 0.33 | 258% |
| Fund Existence | 8 years | 24 years | - |
| Gain YTD | -9.875 | -3.818 | 259% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 204M | 18.9B | 1% |
| Annual Yield % from dividends | 0.00 | 0.57 | - |
| Returns for 1 year | -7.50 | -5.33 | 141% |
| Returns for 3 years | 3.78 | 13.09 | 29% |
| Returns for 5 years | 2.99 | 15.94 | 19% |
| Returns for 10 years | N/A | 11.67 | - |
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