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CWSGX vs VISGX
CWSGX vs VISGX Comparison
Open Charts CWSGX vs VISGX
Carillon Chartwell Small Cap Growth I
Price$14.95
Change+$0.07 (+0.47%)
VolumeN/A
Net Assets51.77M
Vanguard Small Cap Growth Index I
Price$69.45
Change+$0.15 (+0.22%)
VolumeN/A
Net Assets33.7B
CWSGX vs VISGX Comparison Chart
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CWSGX vs. VISGX commentary
Apr 28, 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 VISGX is a Buy.
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 33.7B vs. CWSGX (51.8M). CWSGX pays higher dividends than VISGX: CWSGX (2.59) vs VISGX (0.46). CWSGX was incepted earlier than VISGX: CWSGX (8 years) vs VISGX (27 years). CWSGX (2.24) is less costly to investors than VISGX (0.19). CWSGX is a more actively managed with annual turnover of: 72.00 vs. VISGX (19.00). CWSGX has a lower initial minimum investment than VISGX: CWSGX (1000) vs VISGX (3000). CWSGX annual gain was more profitable for investors over the last year : 3.53 vs. VISGX (1.75). VISGX return over 5 years is better than : 48.66 vs. CWSGX (35.52).
| CWSGX | VISGX | CWSGX / VISGX | |
| Total Expense Ratio | 0.95 | 0.19 | 500% |
| Annual Report Gross Expense Ratio | 2.24 | 0.19 | 1,179% |
| Fund Existence | 8 years | 27 years | - |
| Gain YTD | -11.486 | -11.748 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 51.8M | 33.7B | 0% |
| Annual Yield % from dividends | 2.59 | 0.46 | 558% |
| Returns for 1 year | 3.53 | 1.75 | 202% |
| Returns for 3 years | 17.99 | 10.88 | 165% |
| Returns for 5 years | 35.52 | 48.66 | 73% |
| Returns for 10 years | N/A | 87.74 | - |
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