CWSGX
Price
$15.37
Change
-$0.07 (-0.45%)
Updated
May 22 closing price
Net Assets
57.64M
VSGIX
Price
$73.86
Change
-$0.03 (-0.04%)
Updated
May 22 closing price
Net Assets
32.98B
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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$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.

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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).
CWSGXVSGIXCWSGX / VSGIX
Total Expense Ratio0.950.061,583%
Annual Report Gross Expense Ratio2.090.063,483%
Fund Existence8 years25 years-
Gain YTD-8.585-6.228138%
Front LoadN/AN/A-
Min. Initial Investment100050000000%
Min. Initial Investment IRAN/AN/A-
Net Assets57.6M33B0%
Annual Yield % from dividends2.590.61422%
Returns for 1 year0.853.5124%
Returns for 3 years29.5627.32108%
Returns for 5 years25.5140.3563%
Returns for 10 yearsN/A98.97-
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