Interact to see
Advertisement
Advertisement
CWSGX vs VEXPX
CWSGX vs VEXPX Comparison
Open Charts CWSGX vs VEXPX
Carillon Chartwell Small Cap Growth I
Price$20.47
Change+$1.60 (+8.48%)
VolumeN/A
Net Assets121.09M
CWSGX vs VEXPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWSGX vs. VEXPX commentary
Feb 04, 2026
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 Hold and VEXPX is a Hold.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 20.2B vs. CWSGX (121M). VEXPX pays higher dividends than CWSGX: VEXPX (0.41) vs CWSGX (0.05). CWSGX was incepted earlier than VEXPX: CWSGX (9 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 (51.00). 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 : 20.76 vs. VEXPX (0.69). CWSGX return over 5 years is better than : 8.15 vs. VEXPX (-12.99).
| CWSGX | VEXPX | CWSGX / VEXPX | |
| Total Expense Ratio | 0.95 | 0.44 | 216% |
| Annual Report Gross Expense Ratio | 2.09 | 0.44 | 475% |
| Fund Existence | 9 years | 58 years | - |
| Gain YTD | 6.504 | 4.085 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121M | 20.2B | 1% |
| Annual Yield % from dividends | 0.05 | 0.41 | 12% |
| Returns for 1 year | 20.76 | 0.69 | 3,004% |
| Returns for 3 years | 76.78 | 13.47 | 570% |
| Returns for 5 years | 8.15 | -12.99 | -63% |
| Returns for 10 years | N/A | 72.10 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement