Interact to see
Advertisement
Advertisement
CWSGX vs VSGIX
CWSGX vs VSGIX Comparison
Open Charts CWSGX vs VSGIX
Carillon Chartwell Small Cap Growth I
Price$16.78
Change+$0.17 (+1.02%)
VolumeN/A
Net Assets64.7M
Vanguard Small Cap Growth Index I
Price$78.46
Change+$0.60 (+0.77%)
VolumeN/A
Net Assets34.95B
CWSGX vs VSGIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWSGX vs. VSGIX commentary
Jul 03, 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: 35B vs. CWSGX (64.7M). 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 : 11.42 vs. CWSGX (8.77). VSGIX return over 5 years is better than : 38.25 vs. CWSGX (31.30).
| 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 | -0.651 | -1.170 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 64.7M | 35B | 0% |
| Annual Yield % from dividends | 2.33 | 0.55 | 420% |
| Returns for 1 year | 8.77 | 11.42 | 77% |
| Returns for 3 years | 51.49 | 39.38 | 131% |
| Returns for 5 years | 31.30 | 38.25 | 82% |
| Returns for 10 years | N/A | 112.09 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement