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CWSIX vs SSGSX
CWSIX vs SSGSX Comparison
Open Charts CWSIX vs SSGSX
Carillon Chartwell Small Cap Value I
Price$14.69
Change+$0.17 (+1.17%)
VolumeN/A
Net Assets57.2M
Victory Sycamore Small Company Opp A
Price$46.75
Change+$0.49 (+1.06%)
VolumeN/A
Net Assets5.51B
CWSIX vs SSGSX Comparison Chart in %
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CWSIX vs. SSGSX commentary
Sep 29, 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: 5.52B vs. CWSIX (57.2M). CWSIX pays higher dividends than SSGSX: CWSIX (0.95) vs SSGSX (0.47). 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 : -4.89 vs. CWSIX (-28.44). SSGSX return over 5 years is better than : 31.67 vs. CWSIX (9.20).
| 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 | -2.715 | 0.689 | -394% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 57.2M | 5.52B | 1% |
| Annual Yield % from dividends | 0.95 | 0.47 | 199% |
| Returns for 1 year | -28.44 | -4.89 | 581% |
| Returns for 3 years | -7.92 | 9.83 | -81% |
| Returns for 5 years | 9.20 | 31.67 | 29% |
| Returns for 10 years | 9.00 | 27.73 | 32% |
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