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CWSGX vs VEXRX
CWSGX vs VEXRX Comparison
Open Charts CWSGX vs VEXRX
Carillon Chartwell Small Cap Growth I
Price$17.75
Change+$0.04 (+0.23%)
VolumeN/A
Net Assets98.36M
Vanguard Explorer Adm
Price$112.44
Change+$0.76 (+0.68%)
VolumeN/A
Net Assets20.46B
CWSGX vs VEXRX Comparison Chart in %
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CWSGX vs. VEXRX 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 VEXRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 20.5B vs. CWSGX (98.4M). CWSGX pays higher dividends than VEXRX: CWSGX (2.21) vs VEXRX (0.50). 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 : 11.73 vs. VEXRX (3.13). CWSGX return over 5 years is better than : 25.54 vs. VEXRX (12.63).
| 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 | 5.092 | 5.232 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 50000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 98.4M | 20.5B | 0% |
| Annual Yield % from dividends | 2.21 | 0.50 | 444% |
| Returns for 1 year | 11.73 | 3.13 | 374% |
| Returns for 3 years | 51.80 | 22.63 | 229% |
| Returns for 5 years | 25.54 | 12.63 | 202% |
| Returns for 10 years | N/A | 31.83 | - |
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