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CWSGX vs VSGAX
CWSGX vs VSGAX Comparison
Open Charts CWSGX vs VSGAX
Carillon Chartwell Small Cap Growth I
Price$16.78
Change+$0.17 (+1.02%)
VolumeN/A
Net Assets64.7M
Vanguard Small Cap Growth Index Admiral
Price$97.98
Change+$0.75 (+0.77%)
VolumeN/A
Net Assets34.95B
CWSGX vs VSGAX Comparison Chart in %
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CWSGX vs. VSGAX commentary
Jul 03, 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 Buy and VSGAX is a Buy.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 35B vs. CWSGX (64.7M). CWSGX pays higher dividends than VSGAX: CWSGX (2.33) vs VSGAX (0.54). CWSGX was incepted earlier than VSGAX: CWSGX (8 years) vs VSGAX (14 years). CWSGX (2.09) is less costly to investors than VSGAX (0.07). CWSGX is a more actively managed with annual turnover of: 60.00 vs. VSGAX (21.00). CWSGX has a lower initial minimum investment than VSGAX: CWSGX (1000) vs VSGAX (3000). VSGAX annual gain was more profitable for investors over the last year : 11.42 vs. CWSGX (8.77). VSGAX return over 5 years is better than : 38.26 vs. CWSGX (31.30).
| CWSGX | VSGAX | CWSGX / VSGAX | |
| Total Expense Ratio | 0.95 | 0.07 | 1,357% |
| Annual Report Gross Expense Ratio | 2.09 | 0.07 | 2,986% |
| Fund Existence | 8 years | 14 years | - |
| Gain YTD | -0.651 | -1.160 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 64.7M | 35B | 0% |
| Annual Yield % from dividends | 2.33 | 0.54 | 428% |
| Returns for 1 year | 8.77 | 11.42 | 77% |
| Returns for 3 years | 51.49 | 39.37 | 131% |
| Returns for 5 years | 31.30 | 38.26 | 82% |
| Returns for 10 years | N/A | 112.04 | - |
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