CWSGX
Price
$16.93
Change
+$0.15 (+0.89%)
Updated
Jul 3 closing price
Net Assets
83.51M
VEXPX
Price
$115.80
Change
+$0.91 (+0.79%)
Updated
Jul 3 closing price
Net Assets
19.41B
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CWSGX vs VEXPX

Header iconCWSGX vs VEXPX Comparison
Open Charts CWSGX vs VEXPXBanner chart's image
Carillon Chartwell Small Cap Growth I
Price$16.93
Change+$0.15 (+0.89%)
VolumeN/A
Net Assets83.51M
Vanguard Explorer I
Price$115.80
Change+$0.91 (+0.79%)
VolumeN/A
Net Assets19.41B
CWSGX vs VEXPX Comparison Chart in %
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CWSGX vs. VEXPX commentary
Jul 07, 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 CWSGX is a Buy and VEXPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 19.4B vs. CWSGX (83.5M). CWSGX pays higher dividends than VEXPX: CWSGX (2.33) vs VEXPX (0.40). CWSGX was incepted earlier than VEXPX: CWSGX (8 years) vs VEXPX (58 years). CWSGX (2.09) is less costly to investors than VEXPX (0.44). CWSGX is a more actively managed with annual turnover of: 60.00 vs. VEXPX (35.00). CWSGX has a lower initial minimum investment than VEXPX: CWSGX (1000) vs VEXPX (3000). CWSGX annual gain was more profitable for investors over the last year : 9.39 vs. VEXPX (1.30). CWSGX return over 5 years is better than : 32.47 vs. VEXPX (13.29).
CWSGXVEXPXCWSGX / VEXPX
Total Expense Ratio0.950.44216%
Annual Report Gross Expense Ratio2.090.44475%
Fund Existence8 years58 years-
Gain YTD0.2370.73932%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets83.5M19.4B0%
Annual Yield % from dividends2.330.40576%
Returns for 1 year9.391.30721%
Returns for 3 years52.8420.99252%
Returns for 5 years32.4713.29244%
Returns for 10 yearsN/A18.24-
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