Interact to see
Advertisement
Advertisement
CWSGX vs VISGX
CWSGX vs VISGX Comparison
Open Charts CWSGX vs VISGX
Carillon Chartwell Small Cap Growth I
Price$17.13
Change-$0.10 (-0.58%)
VolumeN/A
Net Assets91.31M
Vanguard Small Cap Growth Index I
Price$80.43
Change+$0.04 (+0.05%)
VolumeN/A
Net Assets37.46B
CWSGX vs VISGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWSGX vs. VISGX 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 VISGX is a Hold.
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 37.5B vs. CWSGX (91.3M). CWSGX pays higher dividends than VISGX: CWSGX (2.28) vs VISGX (0.42). CWSGX was incepted earlier than VISGX: CWSGX (8 years) vs VISGX (27 years). CWSGX (2.09) is less costly to investors than VISGX (0.19). CWSGX is a more actively managed with annual turnover of: 60.00 vs. VISGX (21.00). CWSGX has a lower initial minimum investment than VISGX: CWSGX (1000) vs VISGX (3000). VISGX annual gain was more profitable for investors over the last year : 12.40 vs. CWSGX (6.84). VISGX return over 5 years is better than : 33.92 vs. CWSGX (20.00).
| CWSGX | VISGX | CWSGX / VISGX | |
| Total Expense Ratio | 0.95 | 0.19 | 500% |
| Annual Report Gross Expense Ratio | 2.09 | 0.19 | 1,100% |
| Fund Existence | 8 years | 27 years | - |
| Gain YTD | 1.421 | 2.170 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 91.3M | 37.5B | 0% |
| Annual Yield % from dividends | 2.28 | 0.42 | 546% |
| Returns for 1 year | 6.84 | 12.40 | 55% |
| Returns for 3 years | 33.14 | 21.43 | 155% |
| Returns for 5 years | 20.00 | 33.92 | 59% |
| Returns for 10 years | N/A | 120.02 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement