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CWSIX vs SSGSX
CWSIX vs SSGSX Comparison
Open Charts CWSIX vs SSGSX
Carillon Chartwell Small Cap Value I
Price$13.94
Change+$0.05 (+0.36%)
VolumeN/A
Net Assets44.58M
Victory Sycamore Small Company Opp A
Price$44.46
Change+$0.08 (+0.18%)
VolumeN/A
Net Assets4.98B
CWSIX vs SSGSX Comparison Chart in %
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CWSIX vs. SSGSX commentary
Nov 20, 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 CWSIX is a Hold and SSGSX is a Hold.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 4.98B vs. CWSIX (44.6M). CWSIX pays higher dividends than SSGSX: CWSIX (0.97) vs SSGSX (0.49). CWSIX was incepted earlier than SSGSX: CWSIX (14 years) vs SSGSX (27 years). SSGSX (1.26) and CWSIX (1.24) have similar cost to investors . CWSIX is a more actively managed with annual turnover of: 44.00 vs. SSGSX (37.00). CWSIX has a lower initial minimum investment than SSGSX: CWSIX (1000) vs SSGSX (2500). SSGSX annual gain was more profitable for investors over the last year : -14.44 vs. CWSIX (-36.76). SSGSX return over 5 years is better than : 2.06 vs. CWSIX (-14.92).
| CWSIX | SSGSX | CWSIX / SSGSX | |
| Total Expense Ratio | 1.05 | 1.26 | 83% |
| Annual Report Gross Expense Ratio | 1.24 | 1.26 | 98% |
| Fund Existence | 14 years | 27 years | - |
| Gain YTD | -8.013 | -4.415 | 181% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44.6M | 4.98B | 1% |
| Annual Yield % from dividends | 0.97 | 0.49 | 200% |
| Returns for 1 year | -36.76 | -14.44 | 255% |
| Returns for 3 years | -25.44 | -10.47 | 243% |
| Returns for 5 years | -14.92 | 2.06 | -723% |
| Returns for 10 years | -5.04 | 12.64 | -40% |
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