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CWSGX vs VSGIX
CWSGX vs VSGIX Comparison
Open Charts CWSGX vs VSGIX
Carillon Chartwell Small Cap Growth I
Price$16.98
Change+$0.23 (+1.37%)
VolumeN/A
Net Assets89.07M
Vanguard Small Cap Growth Index I
Price$80.83
Change+$0.57 (+0.71%)
VolumeN/A
Net Assets36.92B
CWSGX vs VSGIX Comparison Chart in %
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CWSGX vs. VSGIX 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 VSGIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 36.9B vs. CWSGX (89.1M). CWSGX pays higher dividends than VSGIX: CWSGX (2.33) vs VSGIX (0.55). 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 : 12.32 vs. CWSGX (7.81). VSGIX return over 5 years is better than : 40.33 vs. CWSGX (28.54).
| 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 | 0.533 | 2.600 | 20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 89.1M | 36.9B | 0% |
| Annual Yield % from dividends | 2.33 | 0.55 | 420% |
| Returns for 1 year | 7.81 | 12.32 | 63% |
| Returns for 3 years | 47.31 | 38.29 | 124% |
| Returns for 5 years | 28.54 | 40.33 | 71% |
| Returns for 10 years | N/A | 121.77 | - |
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