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CWSGX vs VSGIX
CWSGX vs VSGIX Comparison
Open Charts CWSGX vs VSGIX
Carillon Chartwell Small Cap Growth I
Price$15.37
Change-$0.07 (-0.45%)
VolumeN/A
Net Assets57.64M
Vanguard Small Cap Growth Index I
Price$73.86
Change-$0.03 (-0.04%)
VolumeN/A
Net Assets32.98B
CWSGX vs VSGIX Comparison Chart
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CWSGX vs. VSGIX 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 VSGIX is a Buy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 33B vs. CWSGX (57.6M). CWSGX pays higher dividends than VSGIX: CWSGX (2.59) vs VSGIX (0.61). CWSGX was incepted earlier than VSGIX: CWSGX (8 years) vs VSGIX (25 years). CWSGX (2.09) is less costly to investors than VSGIX (0.06). CWSGX is a more actively managed with annual turnover of: 60.00 vs. VSGIX (21.00). CWSGX has a lower initial minimum investment than VSGIX: CWSGX (1000) vs VSGIX (5000000). VSGIX annual gain was more profitable for investors over the last year : 3.51 vs. CWSGX (0.85). VSGIX return over 5 years is better than : 40.35 vs. CWSGX (25.51).
| CWSGX | VSGIX | CWSGX / VSGIX | |
| Total Expense Ratio | 0.95 | 0.06 | 1,583% |
| Annual Report Gross Expense Ratio | 2.09 | 0.06 | 3,483% |
| Fund Existence | 8 years | 25 years | - |
| Gain YTD | -8.585 | -6.228 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 57.6M | 33B | 0% |
| Annual Yield % from dividends | 2.59 | 0.61 | 422% |
| Returns for 1 year | 0.85 | 3.51 | 24% |
| Returns for 3 years | 29.56 | 27.32 | 108% |
| Returns for 5 years | 25.51 | 40.35 | 63% |
| Returns for 10 years | N/A | 98.97 | - |
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