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CWSGX vs VSGAX
CWSGX vs VSGAX Comparison
Open Charts CWSGX vs VSGAX
Carillon Chartwell Small Cap Growth I
Price$15.37
Change-$0.07 (-0.45%)
VolumeN/A
Net Assets57.64M
Vanguard Small Cap Growth Index Admiral
Price$92.23
Change-$0.04 (-0.04%)
VolumeN/A
Net Assets32.98B
CWSGX vs VSGAX Comparison Chart
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CWSGX vs. VSGAX commentary
May 23, 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: 33B vs. CWSGX (57.6M). 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 (2.09) 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 : 3.51 vs. CWSGX (0.85). VSGAX return over 5 years is better than : 40.33 vs. CWSGX (25.51).
| 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 | -8.585 | -6.220 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 57.6M | 33B | 0% |
| Annual Yield % from dividends | 2.59 | 0.60 | 430% |
| Returns for 1 year | 0.85 | 3.51 | 24% |
| Returns for 3 years | 29.56 | 27.34 | 108% |
| Returns for 5 years | 25.51 | 40.33 | 63% |
| Returns for 10 years | N/A | 98.99 | - |
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