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CWSGX vs VSGAX
CWSGX vs VSGAX Comparison
Open Charts CWSGX vs VSGAX
Carillon Chartwell Small Cap Growth I
Price$14.22
Change-$1.02 (-6.69%)
VolumeN/A
Net Assets39.88M
Vanguard Small Cap Growth Index Admiral
Price$84.40
Change-$6.02 (-6.66%)
VolumeN/A
Net Assets36.81B
CWSGX vs VSGAX Comparison Chart
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CWSGX vs. VSGAX 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 VSGAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 36.8B vs. CWSGX (39.9M). CWSGX pays higher dividends than VSGAX: CWSGX (2.59) vs VSGAX (0.60). CWSGX was incepted earlier than VSGAX: CWSGX (8 years) vs VSGAX (14 years). CWSGX (2.24) is less costly to investors than VSGAX (0.07). 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 : 1.69 vs. VSGAX (1.06). VSGAX return over 5 years is better than : 85.30 vs. CWSGX (61.13).
| CWSGX | VSGAX | CWSGX / VSGAX | |
| Total Expense Ratio | 0.95 | 0.07 | 1,357% |
| Annual Report Gross Expense Ratio | 2.24 | 0.07 | 3,200% |
| Fund Existence | 8 years | 14 years | - |
| Gain YTD | -9.769 | -8.101 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.9M | 36.8B | 0% |
| Annual Yield % from dividends | 2.59 | 0.60 | 435% |
| Returns for 1 year | 1.69 | 1.06 | 159% |
| Returns for 3 years | 9.47 | 2.22 | 426% |
| Returns for 5 years | 61.13 | 85.30 | 72% |
| Returns for 10 years | N/A | 96.07 | - |
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