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CWSGX vs VISGX
CWSGX vs VISGX Comparison
Open Charts CWSGX vs VISGX
Carillon Chartwell Small Cap Growth I
Price$17.32
Change-$0.06 (-0.35%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Growth Index I
Price$74.83
Change-$0.33 (-0.44%)
VolumeN/A
CapitalizationN/A
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CWSGX vs VISGX Comparison Chart
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CWSGX vs. VISGX commentary
Sep 21, 2024
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 StrongBuy and VISGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 35.3B vs. CWSGX (22.9M). VISGX pays higher dividends than CWSGX: VISGX (0.55) vs CWSGX (0.00). CWSGX was incepted earlier than VISGX: CWSGX (7 years) vs VISGX (26 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 : 51.93 vs. VISGX (25.06). CWSGX (44.90) and VISGX (43.06) have equivalent 5 years return.
| CWSGX | VISGX | CWSGX / VISGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 26 years | - |
| Gain YTD | 31.014 | 10.254 | 302% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.9M | 35.3B | 0% |
| Annual Yield % from dividends | 0.00 | 0.55 | - |
| Returns for 1 year | 51.93 | 25.06 | 207% |
| Returns for 3 years | -12.12 | -6.81 | 178% |
| Returns for 5 years | 44.90 | 43.06 | 104% |
| Returns for 10 years | N/A | 125.86 | - |
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