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CWSGX vs VEXPX
CWSGX vs VEXPX Comparison
Open Charts CWSGX vs VEXPX
Carillon Chartwell Small Cap Growth I
Price$18.77
Change+$0.21 (+1.13%)
VolumeN/A
Net Assets103.04M
CWSGX vs VEXPX Comparison Chart in %
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CWSGX vs. VEXPX commentary
Oct 07, 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 CWSGX is a Buy and VEXPX is a Hold.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 20.6B vs. CWSGX (103M). CWSGX pays higher dividends than VEXPX: CWSGX (2.13) vs VEXPX (0.38). CWSGX was incepted earlier than VEXPX: CWSGX (8 years) vs VEXPX (58 years). CWSGX (2.09) is less costly to investors than VEXPX (0.44). CWSGX is a more actively managed with annual turnover of: 60.00 vs. VEXPX (35.00). CWSGX has a lower initial minimum investment than VEXPX: CWSGX (1000) vs VEXPX (3000). CWSGX annual gain was more profitable for investors over the last year : 8.54 vs. VEXPX (-0.32). CWSGX return over 5 years is better than : 17.54 vs. VEXPX (6.90).
| CWSGX | VEXPX | CWSGX / VEXPX | |
| Total Expense Ratio | 0.95 | 0.44 | 216% |
| Annual Report Gross Expense Ratio | 2.09 | 0.44 | 475% |
| Fund Existence | 8 years | 58 years | - |
| Gain YTD | 9.888 | 5.977 | 165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 103M | 20.6B | 1% |
| Annual Yield % from dividends | 2.13 | 0.38 | 559% |
| Returns for 1 year | 8.54 | -0.32 | -2,703% |
| Returns for 3 years | 65.66 | 29.30 | 224% |
| Returns for 5 years | 17.54 | 6.90 | 254% |
| Returns for 10 years | N/A | 34.84 | - |
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