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CWSGX vs VSGIX
CWSGX vs VSGIX Comparison
Open Charts CWSGX vs VSGIX
Carillon Chartwell Small Cap Growth I
Price$14.89
Change-$0.25 (-1.65%)
VolumeN/A
Net Assets52.39M
Vanguard Small Cap Growth Index I
Price$69.91
Change-$0.25 (-0.36%)
VolumeN/A
Net Assets33.7B
CWSGX vs VSGIX Comparison Chart
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CWSGX vs. VSGIX commentary
May 02, 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: 33.7B vs. CWSGX (52.4M). 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 (2.24) 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). CWSGX annual gain was more profitable for investors over the last year : 3.54 vs. VSGIX (3.32). VSGIX return over 5 years is better than : 48.23 vs. CWSGX (34.86).
| CWSGX | VSGIX | CWSGX / VSGIX | |
| Total Expense Ratio | 0.95 | 0.06 | 1,583% |
| Annual Report Gross Expense Ratio | 2.24 | 0.06 | 3,733% |
| Fund Existence | 8 years | 25 years | - |
| Gain YTD | -11.841 | -10.962 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 52.4M | 33.7B | 0% |
| Annual Yield % from dividends | 2.59 | 0.61 | 427% |
| Returns for 1 year | 3.54 | 3.32 | 107% |
| Returns for 3 years | 18.99 | 13.55 | 140% |
| Returns for 5 years | 34.86 | 48.23 | 72% |
| Returns for 10 years | N/A | 93.91 | - |
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