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CWSGX vs VEXPX
CWSGX vs VEXPX Comparison
Open Charts CWSGX vs VEXPX
Carillon Chartwell Small Cap Growth I
Price$17.75
Change+$0.04 (+0.23%)
VolumeN/A
Net Assets98.36M
CWSGX vs VEXPX Comparison Chart in %
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CWSGX vs. VEXPX commentary
Sep 08, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 20.5B vs. CWSGX (98.4M). CWSGX pays higher dividends than VEXPX: CWSGX (2.21) vs VEXPX (0.39). 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 : 11.73 vs. VEXPX (3.04). CWSGX return over 5 years is better than : 25.54 vs. VEXPX (12.59).
| 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 | 5.092 | 5.159 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 98.4M | 20.5B | 0% |
| Annual Yield % from dividends | 2.21 | 0.39 | 573% |
| Returns for 1 year | 11.73 | 3.04 | 386% |
| Returns for 3 years | 51.80 | 22.53 | 230% |
| Returns for 5 years | 25.54 | 12.59 | 203% |
| Returns for 10 years | N/A | 31.73 | - |
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