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CWSGX vs VISGX
CWSGX vs VISGX Comparison
Open Charts CWSGX vs VISGX
Carillon Chartwell Small Cap Growth I
Price$15.24
Change+$0.31 (+2.08%)
VolumeN/A
Net Assets39.03M
Vanguard Small Cap Growth Index I
Price$72.31
Change+$1.20 (+1.69%)
VolumeN/A
Net Assets36.81B
CWSGX vs VISGX Comparison Chart
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CWSGX vs. VISGX commentary
Apr 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 36.8B vs. CWSGX (39M). 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 : 2.35 vs. VISGX (-0.24). VISGX return over 5 years is better than : 81.85 vs. CWSGX (61.13).
| 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 | -9.769 | -9.639 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39M | 36.8B | 0% |
| Annual Yield % from dividends | 2.59 | 0.46 | 558% |
| Returns for 1 year | 2.35 | -0.24 | -979% |
| Returns for 3 years | 9.78 | 1.27 | 768% |
| Returns for 5 years | 61.13 | 81.85 | 75% |
| Returns for 10 years | N/A | 93.20 | - |
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