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CWSGX vs VSGAX
CWSGX vs VSGAX Comparison
Open Charts CWSGX vs VSGAX
Carillon Chartwell Small Cap Growth I
Price$16.09
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets61.05M
Vanguard Small Cap Growth Index Admiral
Price$95.70
Change-$0.34 (-0.35%)
VolumeN/A
Net Assets34.95B
CWSGX vs VSGAX Comparison Chart
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CWSGX vs. VSGAX commentary
Jun 12, 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: 35B vs. CWSGX (61M). CWSGX pays higher dividends than VSGAX: CWSGX (2.50) vs VSGAX (0.57). 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 : 10.23 vs. CWSGX (6.39). VSGAX return over 5 years is better than : 43.68 vs. CWSGX (33.12).
| 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 | -4.737 | -2.389 | 198% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 61M | 35B | 0% |
| Annual Yield % from dividends | 2.50 | 0.57 | 440% |
| Returns for 1 year | 6.39 | 10.23 | 62% |
| Returns for 3 years | 35.79 | 33.88 | 106% |
| Returns for 5 years | 33.12 | 43.68 | 76% |
| Returns for 10 years | N/A | 106.69 | - |
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