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CWSGX vs VSGAX
CWSGX vs VSGAX Comparison
Open Charts CWSGX vs VSGAX
Carillon Chartwell Small Cap Growth I
Price$18.29
Change-$0.41 (-2.19%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Growth Index Admiral
Price$98.58
Change-$1.57 (-1.57%)
VolumeN/A
CapitalizationN/A
CWSGX vs VSGAX Comparison Chart
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CWSGX vs. VSGAX commentary
Nov 18, 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 Buy and VSGAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 35.8B vs. CWSGX (28.3M). 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 : 57.27 vs. VSGAX (32.36). CWSGX (48.78) and VSGAX (47.65) 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 | 38.351 | 16.259 | 236% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.3M | 35.8B | 0% |
| Annual Yield % from dividends | 0.00 | 0.66 | - |
| Returns for 1 year | 57.27 | 32.36 | 177% |
| Returns for 3 years | -13.06 | -6.65 | 196% |
| Returns for 5 years | 48.78 | 47.65 | 102% |
| Returns for 10 years | N/A | 131.60 | - |
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