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CWSGX vs VSGAX
CWSGX vs VSGAX Comparison
Open Charts CWSGX vs VSGAX
Carillon Chartwell Small Cap Growth I
Price$18.43
Change+$0.19 (+1.04%)
VolumeN/A
Net Assets101.78M
Vanguard Small Cap Growth Index Admiral
Price$101.13
Change+$0.27 (+0.27%)
VolumeN/A
Net Assets39.74B
CWSGX vs VSGAX Comparison Chart in %
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CWSGX vs. VSGAX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 39.7B vs. CWSGX (102M). CWSGX pays higher dividends than VSGAX: CWSGX (2.03) 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 : 0.51 vs. CWSGX (-0.44). VSGAX return over 5 years is better than : 19.11 vs. CWSGX (12.73).
| 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 | 7.993 | 2.567 | 311% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 102M | 39.7B | 0% |
| Annual Yield % from dividends | 2.03 | 0.54 | 373% |
| Returns for 1 year | -0.44 | 0.51 | -87% |
| Returns for 3 years | 59.19 | 38.08 | 155% |
| Returns for 5 years | 12.73 | 19.11 | 67% |
| Returns for 10 years | N/A | 136.30 | - |
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