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CWSGX vs VSGIX
CWSGX vs VSGIX Comparison
Open Charts CWSGX vs VSGIX
Carillon Chartwell Small Cap Growth I
Price$17.50
Change+$0.07 (+0.40%)
VolumeN/A
Net Assets32.97M
Vanguard Small Cap Growth Index I
Price$81.65
Change+$0.29 (+0.36%)
VolumeN/A
Net Assets38.1B
CWSGX vs VSGIX Comparison Chart
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CWSGX vs. VSGIX commentary
Jan 19, 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: 38.1B vs. CWSGX (33M). 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 : 35.81 vs. VSGIX (25.00). VSGIX return over 5 years is better than : 41.97 vs. CWSGX (34.36).
| 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 | 3.612 | 3.577 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33M | 38.1B | 0% |
| Annual Yield % from dividends | 0.00 | 0.67 | - |
| Returns for 1 year | 35.81 | 25.00 | 143% |
| Returns for 3 years | 23.19 | 16.70 | 139% |
| Returns for 5 years | 34.36 | 41.97 | 82% |
| Returns for 10 years | N/A | 139.86 | - |