Interact to see
Advertisement
Advertisement
CWSGX vs VEXPX
CWSGX vs VEXPX Comparison
Open Charts CWSGX vs VEXPX
Carillon Chartwell Small Cap Growth I
Price$16.93
Change+$0.15 (+0.89%)
VolumeN/A
Net Assets83.51M
CWSGX vs VEXPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
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.
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).
| 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 | 0.237 | 0.739 | 32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 83.5M | 19.4B | 0% |
| Annual Yield % from dividends | 2.33 | 0.40 | 576% |
| Returns for 1 year | 9.39 | 1.30 | 721% |
| Returns for 3 years | 52.84 | 20.99 | 252% |
| Returns for 5 years | 32.47 | 13.29 | 244% |
| Returns for 10 years | N/A | 18.24 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| JHBCX | 66.05 | 0.74 | +1.13% |
| JHancock Blue Chip Growth NAV | |||
| RPGIX | 22.36 | 0.13 | +0.58% |
| T. Rowe Price Global Industrials | |||
| USWGX | 32.24 | 0.17 | +0.53% |
| Victory Sustainable World A | |||
| FTTEX | 13.64 | 0.05 | +0.37% |
| Fidelity Advisor Total Intl Equity M | |||
| NUIAX | 31.34 | -0.03 | -0.10% |
| Nuveen International Dividend Growth A | |||