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CWSGX vs VEXPX
CWSGX vs VEXPX Comparison
Open Charts CWSGX vs VEXPX
Carillon Chartwell Small Cap Growth I
Price$18.43
Change+$0.19 (+1.04%)
VolumeN/A
Net Assets101.78M
CWSGX vs VEXPX Comparison Chart in %
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CWSGX vs. VEXPX commentary
Nov 20, 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 Hold and VEXPX is a Hold.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 20.5B vs. CWSGX (102M). CWSGX pays higher dividends than VEXPX: CWSGX (2.03) 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 : -0.44 vs. VEXPX (-6.44). CWSGX return over 5 years is better than : 12.73 vs. VEXPX (-4.96).
| 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 | 7.993 | 2.323 | 344% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 102M | 20.5B | 0% |
| Annual Yield % from dividends | 2.03 | 0.38 | 539% |
| Returns for 1 year | -0.44 | -6.44 | 7% |
| Returns for 3 years | 59.19 | 17.42 | 340% |
| Returns for 5 years | 12.73 | -4.96 | -257% |
| Returns for 10 years | N/A | 29.42 | - |
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