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CWSGX vs VEXRX
CWSGX vs VEXRX Comparison
Open Charts CWSGX vs VEXRX
Carillon Chartwell Small Cap Growth I
Price$18.77
Change+$0.21 (+1.13%)
VolumeN/A
Net Assets103.04M
Vanguard Explorer Adm
Price$113.39
Change+$0.06 (+0.05%)
VolumeN/A
Net Assets20.56B
CWSGX vs VEXRX Comparison Chart in %
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CWSGX vs. VEXRX 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 VEXRX is a Hold.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 20.6B vs. CWSGX (103M). CWSGX pays higher dividends than VEXRX: CWSGX (2.13) vs VEXRX (0.49). 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 : 8.54 vs. VEXRX (-0.21). CWSGX return over 5 years is better than : 17.54 vs. VEXRX (6.95).
| 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 | 9.888 | 6.065 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 50000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 103M | 20.6B | 1% |
| Annual Yield % from dividends | 2.13 | 0.49 | 433% |
| Returns for 1 year | 8.54 | -0.21 | -4,051% |
| Returns for 3 years | 65.66 | 29.41 | 223% |
| Returns for 5 years | 17.54 | 6.95 | 253% |
| Returns for 10 years | N/A | 34.95 | - |
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