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CWSGX vs VEXRX
CWSGX vs VEXRX Comparison
Open Charts CWSGX vs VEXRX
Carillon Chartwell Small Cap Growth I
Price$17.13
Change-$0.10 (-0.58%)
VolumeN/A
Net Assets91.31M
Vanguard Explorer Adm
Price$108.24
Change-$0.15 (-0.14%)
VolumeN/A
Net Assets19.88B
CWSGX vs VEXRX Comparison Chart in %
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CWSGX vs. VEXRX commentary
Aug 16, 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 VEXRX is a Buy.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 19.9B vs. CWSGX (91.3M). CWSGX pays higher dividends than VEXRX: CWSGX (2.28) vs VEXRX (0.52). CWSGX was incepted earlier than VEXRX: CWSGX (8 years) vs VEXRX (24 years). CWSGX (2.09) is less costly to investors than VEXRX (0.33). CWSGX is a more actively managed with annual turnover of: 60.00 vs. VEXRX (35.00). CWSGX has a lower initial minimum investment than VEXRX: CWSGX (1000) vs VEXRX (50000). CWSGX annual gain was more profitable for investors over the last year : 6.84 vs. VEXRX (-1.27). CWSGX return over 5 years is better than : 20.00 vs. VEXRX (5.69).
| CWSGX | VEXRX | CWSGX / VEXRX | |
| Total Expense Ratio | 0.95 | 0.33 | 288% |
| Annual Report Gross Expense Ratio | 2.09 | 0.33 | 633% |
| Fund Existence | 8 years | 24 years | - |
| Gain YTD | 1.421 | 1.441 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 50000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 91.3M | 19.9B | 0% |
| Annual Yield % from dividends | 2.28 | 0.52 | 441% |
| Returns for 1 year | 6.84 | -1.27 | -537% |
| Returns for 3 years | 33.14 | 6.05 | 548% |
| Returns for 5 years | 20.00 | 5.69 | 352% |
| Returns for 10 years | N/A | 20.66 | - |
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