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CWSIX vs SSGSX
CWSIX vs SSGSX Comparison
Open Charts CWSIX vs SSGSX
Carillon Chartwell Small Cap Value I
Price$15.04
Change-$0.08 (-0.53%)
VolumeN/A
Net Assets61.5M
Victory Sycamore Small Company Opp A
Price$47.38
Change+$0.08 (+0.17%)
VolumeN/A
Net Assets5.64B
CWSIX vs SSGSX Comparison Chart in %
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CWSIX vs. SSGSX commentary
Sep 09, 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 Buy and SSGSX is a Buy.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.64B vs. CWSIX (61.5M). CWSIX pays higher dividends than SSGSX: CWSIX (0.95) vs SSGSX (0.47). CWSIX was incepted earlier than SSGSX: CWSIX (13 years) vs SSGSX (26 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 : -1.56 vs. CWSIX (-23.56). SSGSX return over 5 years is better than : 22.95 vs. CWSIX (5.65).
| CWSIX | SSGSX | CWSIX / SSGSX | |
| Total Expense Ratio | 1.05 | 1.26 | 83% |
| Annual Report Gross Expense Ratio | 1.24 | 1.26 | 98% |
| Fund Existence | 13 years | 26 years | - |
| Gain YTD | -0.397 | 2.046 | -19% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 61.5M | 5.64B | 1% |
| Annual Yield % from dividends | 0.95 | 0.47 | 199% |
| Returns for 1 year | -23.56 | -1.56 | 1,511% |
| Returns for 3 years | -13.97 | 3.97 | -352% |
| Returns for 5 years | 5.65 | 22.95 | 25% |
| Returns for 10 years | 8.34 | 24.71 | 34% |
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