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CWSGX vs VSGAX
CWSGX vs VSGAX Comparison
Open Charts CWSGX vs VSGAX
Carillon Chartwell Small Cap Growth I
Price$17.50
Change+$0.07 (+0.40%)
VolumeN/A
Net Assets32.97M
Vanguard Small Cap Growth Index Admiral
Price$101.96
Change+$0.36 (+0.35%)
VolumeN/A
Net Assets38.1B
CWSGX vs VSGAX Comparison Chart
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CWSGX vs. VSGAX commentary
Jan 19, 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: 38.1B vs. CWSGX (33M). VSGAX pays higher dividends than CWSGX: VSGAX (0.66) vs CWSGX (0.00). CWSGX was incepted earlier than VSGAX: CWSGX (8 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 : 35.81 vs. VSGAX (25.00). VSGAX return over 5 years is better than : 41.96 vs. CWSGX (34.36).
| CWSGX | VSGAX | CWSGX / VSGAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 13 years | - |
| Gain YTD | 3.612 | 3.586 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33M | 38.1B | 0% |
| Annual Yield % from dividends | 0.00 | 0.66 | - |
| Returns for 1 year | 35.81 | 25.00 | 143% |
| Returns for 3 years | 23.19 | 16.69 | 139% |
| Returns for 5 years | 34.36 | 41.96 | 82% |
| Returns for 10 years | N/A | 139.82 | - |
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