CWSGX
Price
$16.98
Change
+$0.23 (+1.37%)
Updated
Jul 25 closing price
Net Assets
89.07M
VSGAX
Price
$100.94
Change
+$0.72 (+0.72%)
Updated
Jul 25 closing price
Net Assets
36.92B
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CWSGX vs VSGAX

Header iconCWSGX vs VSGAX Comparison
Open Charts CWSGX vs VSGAXBanner chart's image
Carillon Chartwell Small Cap Growth I
Price$16.98
Change+$0.23 (+1.37%)
VolumeN/A
Net Assets89.07M
Vanguard Small Cap Growth Index Admiral
Price$100.94
Change+$0.72 (+0.72%)
VolumeN/A
Net Assets36.92B
CWSGX vs VSGAX Comparison Chart in %
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VS
CWSGX vs. VSGAX commentary
Jul 27, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 36.9B vs. CWSGX (89.1M). 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 : 11.52 vs. CWSGX (7.81). VSGAX return over 5 years is better than : 39.33 vs. CWSGX (28.54).
CWSGXVSGAXCWSGX / VSGAX
Total Expense Ratio0.950.071,357%
Annual Report Gross Expense Ratio2.090.072,986%
Fund Existence8 years14 years-
Gain YTD0.5331.88028%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets89.1M36.9B0%
Annual Yield % from dividends2.330.54428%
Returns for 1 year7.8111.5268%
Returns for 3 years47.3137.31127%
Returns for 5 years28.5439.3373%
Returns for 10 yearsN/A120.16-
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