CWSGX
Price
$17.75
Change
+$0.04 (+0.23%)
Updated
Sep 5 closing price
Net Assets
98.36M
VSGIX
Price
$83.69
Change
+$0.89 (+1.07%)
Updated
Sep 5 closing price
Net Assets
38.63B
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CWSGX vs VSGIX

Header iconCWSGX vs VSGIX Comparison
Open Charts CWSGX vs VSGIXBanner chart's image
Carillon Chartwell Small Cap Growth I
Price$17.75
Change+$0.04 (+0.23%)
VolumeN/A
Net Assets98.36M
Vanguard Small Cap Growth Index I
Price$83.69
Change+$0.89 (+1.07%)
VolumeN/A
Net Assets38.63B
CWSGX vs VSGIX Comparison Chart in %
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VS
CWSGX vs. VSGIX commentary
Sep 08, 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 Hold.

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FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 38.6B vs. CWSGX (98.4M). CWSGX pays higher dividends than VSGIX: CWSGX (2.21) vs VSGIX (0.52). 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 : 18.22 vs. CWSGX (11.73). VSGIX return over 5 years is better than : 42.24 vs. CWSGX (25.54).
CWSGXVSGIXCWSGX / VSGIX
Total Expense Ratio0.950.061,583%
Annual Report Gross Expense Ratio2.090.063,483%
Fund Existence8 years25 years-
Gain YTD5.0926.23082%
Front LoadN/AN/A-
Min. Initial Investment100050000000%
Min. Initial Investment IRAN/AN/A-
Net Assets98.4M38.6B0%
Annual Yield % from dividends2.210.52423%
Returns for 1 year11.7318.2264%
Returns for 3 years51.8042.63122%
Returns for 5 years25.5442.2460%
Returns for 10 yearsN/A141.96-
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