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CWSIX vs SSGSX
CWSIX vs SSGSX Comparison
Open Charts CWSIX vs SSGSX
Carillon Chartwell Small Cap Value I
Price$14.48
Change+$0.06 (+0.42%)
VolumeN/A
Net Assets55.56M
Victory Sycamore Small Company Opp A
Price$45.95
Change+$0.15 (+0.33%)
VolumeN/A
Net Assets5.32B
CWSIX vs SSGSX Comparison Chart in %
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CWSIX vs. SSGSX commentary
Oct 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 StrongBuy and SSGSX is a Buy.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.32B vs. CWSIX (55.6M). CWSIX pays higher dividends than SSGSX: CWSIX (0.96) vs SSGSX (0.48). 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 : -8.48 vs. CWSIX (-31.35). SSGSX return over 5 years is better than : 18.06 vs. CWSIX (-2.59).
| 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 | -4.106 | -1.034 | 397% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 55.6M | 5.32B | 1% |
| Annual Yield % from dividends | 0.96 | 0.48 | 201% |
| Returns for 1 year | -31.35 | -8.48 | 369% |
| Returns for 3 years | -16.00 | 1.10 | -1,457% |
| Returns for 5 years | -2.59 | 18.06 | -14% |
| Returns for 10 years | 0.61 | 18.76 | 3% |
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