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CWSGX vs VSGAX
CWSGX vs VSGAX Comparison
Open Charts CWSGX vs VSGAX
Carillon Chartwell Small Cap Growth I
Price$14.95
Change+$0.07 (+0.47%)
VolumeN/A
Net Assets51.77M
Vanguard Small Cap Growth Index Admiral
Price$86.84
Change+$0.19 (+0.22%)
VolumeN/A
Net Assets33.7B
CWSGX vs VSGAX Comparison Chart
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CWSGX vs. VSGAX commentary
Apr 28, 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: 33.7B vs. CWSGX (51.8M). 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 : 3.53 vs. VSGAX (1.79). VSGAX return over 5 years is better than : 48.93 vs. CWSGX (35.52).
| 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 | -11.486 | -11.739 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 51.8M | 33.7B | 0% |
| Annual Yield % from dividends | 2.59 | 0.60 | 435% |
| Returns for 1 year | 3.53 | 1.79 | 197% |
| Returns for 3 years | 17.99 | 11.00 | 164% |
| Returns for 5 years | 35.52 | 48.93 | 73% |
| Returns for 10 years | N/A | 88.51 | - |
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