Interact to see
Advertisement
Advertisement
CWSIX vs SSGSX
CWSIX vs SSGSX Comparison
Open Charts CWSIX vs SSGSX
Carillon Chartwell Small Cap Value I
Price$14.40
Change-$0.17 (-1.17%)
VolumeN/A
Net Assets60.24M
Victory Sycamore Small Company Opp A
Price$45.49
Change-$0.48 (-1.04%)
VolumeN/A
Net Assets5.5B
CWSIX vs SSGSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWSIX vs. SSGSX commentary
Aug 18, 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: 5.5B vs. CWSIX (60.2M). CWSIX pays higher dividends than SSGSX: CWSIX (0.99) vs SSGSX (0.50). 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 : -5.53 vs. CWSIX (-28.08). SSGSX return over 5 years is better than : 15.88 vs. CWSIX (-3.13).
| 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 | -4.636 | -2.025 | 229% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 60.2M | 5.5B | 1% |
| Annual Yield % from dividends | 0.99 | 0.50 | 199% |
| Returns for 1 year | -28.08 | -5.53 | 508% |
| Returns for 3 years | -23.03 | -9.76 | 236% |
| Returns for 5 years | -3.13 | 15.88 | -20% |
| Returns for 10 years | -2.43 | 15.23 | -16% |