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CWSGX vs VSGIX
CWSGX vs VSGIX Comparison
Open Charts CWSGX vs VSGIX
Carillon Chartwell Small Cap Growth I
Price$16.41
Change-$0.55 (-3.24%)
VolumeN/A
Net Assets36.22M
Vanguard Small Cap Growth Index I
Price$78.57
Change-$2.54 (-3.13%)
VolumeN/A
Net Assets39.59B
CWSGX vs VSGIX Comparison Chart
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CWSGX vs. VSGIX commentary
Feb 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 Hold and VSGIX is a Hold.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 39.6B vs. CWSGX (36.2M). VSGIX pays higher dividends than CWSGX: VSGIX (0.67) vs CWSGX (0.00). CWSGX was incepted earlier than VSGIX: CWSGX (8 years) vs VSGIX (25 years). CWSGX is a more actively managed with annual turnover of: 72.00 vs. VSGIX (19.00). 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 : 16.32 vs. VSGIX (12.96). VSGIX return over 5 years is better than : 35.64 vs. CWSGX (23.95).
| CWSGX | VSGIX | CWSGX / VSGIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 25 years | - |
| Gain YTD | -2.842 | -0.330 | 862% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.2M | 39.6B | 0% |
| Annual Yield % from dividends | 0.00 | 0.67 | - |
| Returns for 1 year | 16.32 | 12.96 | 126% |
| Returns for 3 years | 19.72 | 19.39 | 102% |
| Returns for 5 years | 23.95 | 35.64 | 67% |
| Returns for 10 years | N/A | 116.38 | - |
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