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CWSGX vs VSGAX
CWSGX vs VSGAX Comparison
Open Charts CWSGX vs VSGAX
Carillon Chartwell Small Cap Growth I
Price$17.32
Change-$0.06 (-0.35%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Growth Index Admiral
Price$93.59
Change-$0.41 (-0.44%)
VolumeN/A
CapitalizationN/A
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CWSGX vs VSGAX Comparison Chart
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CWSGX vs. VSGAX 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 VSGAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 35.3B vs. CWSGX (22.9M). VSGAX pays higher dividends than CWSGX: VSGAX (0.66) vs CWSGX (0.00). CWSGX was incepted earlier than VSGAX: CWSGX (7 years) vs VSGAX (13 years). CWSGX is a more actively managed with annual turnover of: 72.00 vs. VSGAX (19.00). CWSGX has a lower initial minimum investment than VSGAX: CWSGX (1000) vs VSGAX (3000). CWSGX annual gain was more profitable for investors over the last year : 51.93 vs. VSGAX (25.14). CWSGX (44.90) and VSGAX (43.34) have equivalent 5 years return.
| CWSGX | VSGAX | CWSGX / VSGAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 13 years | - |
| Gain YTD | 31.014 | 10.313 | 301% |
| 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 | 0.66 | - |
| Returns for 1 year | 51.93 | 25.14 | 207% |
| Returns for 3 years | -12.12 | -6.71 | 181% |
| Returns for 5 years | 44.90 | 43.34 | 104% |
| Returns for 10 years | N/A | 126.96 | - |
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