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CWSGX vs VEXPX
CWSGX vs VEXPX Comparison
Open Charts CWSGX vs VEXPX
Carillon Chartwell Small Cap Growth I
Price$16.98
Change+$0.23 (+1.37%)
VolumeN/A
Net Assets89.07M
CWSGX vs VEXPX Comparison Chart in %
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CWSGX vs. VEXPX commentary
Jul 28, 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 Buy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 20.1B vs. CWSGX (89.1M). 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 : 7.81 vs. VEXPX (-1.35). CWSGX return over 5 years is better than : 28.54 vs. VEXPX (11.12).
| CWSGX | VEXPX | CWSGX / VEXPX | |
| Total Expense Ratio | 0.95 | 0.44 | 216% |
| Annual Report Gross Expense Ratio | 2.09 | 0.44 | 475% |
| Fund Existence | 8 years | 58 years | - |
| Gain YTD | 0.533 | 1.366 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 89.1M | 20.1B | 0% |
| Annual Yield % from dividends | 2.33 | 0.40 | 576% |
| Returns for 1 year | 7.81 | -1.35 | -577% |
| Returns for 3 years | 47.31 | 17.05 | 278% |
| Returns for 5 years | 28.54 | 11.12 | 257% |
| Returns for 10 years | N/A | 20.57 | - |
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