Ad is loading...
CWSGX vs VISGX
CWSGX vs VISGX Comparison
Open Charts CWSGX vs VISGX
Carillon Chartwell Small Cap Growth I
Price$17.50
Change+$0.07 (+0.40%)
VolumeN/A
Net Assets32.97M
Vanguard Small Cap Growth Index I
Price$81.53
Change+$0.28 (+0.34%)
VolumeN/A
Net Assets38.1B
CWSGX vs VISGX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CWSGX vs. VISGX commentary
Jan 19, 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: 38.1B vs. CWSGX (33M). VISGX pays higher dividends than CWSGX: VISGX (0.55) vs CWSGX (0.00). CWSGX was incepted earlier than VISGX: CWSGX (8 years) vs VISGX (27 years). 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 : 35.81 vs. VISGX (24.93). VISGX return over 5 years is better than : 41.67 vs. CWSGX (34.36).
| CWSGX | VISGX | CWSGX / VISGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 27 years | - |
| Gain YTD | 3.612 | 3.570 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33M | 38.1B | 0% |
| Annual Yield % from dividends | 0.00 | 0.55 | - |
| Returns for 1 year | 35.81 | 24.93 | 144% |
| Returns for 3 years | 23.19 | 16.52 | 140% |
| Returns for 5 years | 34.36 | 41.67 | 82% |
| Returns for 10 years | N/A | 138.71 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| SEEHX | 27.49 | 0.28 | +1.03% |
| Steward Values Enhanced Lg Cap R6 | |||
| LADRX | 21.32 | 0.06 | +0.28% |
| Lord Abbett Developing Growth R3 | |||
| HRITX | 11.74 | 0.03 | +0.26% |
| Hood River International Opportunity Ret | |||
| REVCX | 12.21 | 0.03 | +0.25% |
| Columbia Global Value C | |||
| CVSCX | 15.28 | N/A | N/A |
| Calamos Market Neutral Income C | |||