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CWSGX vs VEXPX
CWSGX vs VEXPX Comparison
Open Charts CWSGX vs VEXPX
Carillon Chartwell Small Cap Growth I
Price$17.13
Change-$0.10 (-0.58%)
VolumeN/A
Net Assets91.31M
CWSGX vs VEXPX Comparison Chart in %
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CWSGX vs. VEXPX 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 CWSGX is a Hold and VEXPX is a Hold.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 19.9B vs. CWSGX (91.3M). CWSGX pays higher dividends than VEXPX: CWSGX (2.28) 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 : 6.84 vs. VEXPX (-1.90). CWSGX return over 5 years is better than : 20.00 vs. VEXPX (5.07).
| 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 | 1.421 | 1.235 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 91.3M | 19.9B | 0% |
| Annual Yield % from dividends | 2.28 | 0.40 | 569% |
| Returns for 1 year | 6.84 | -1.90 | -361% |
| Returns for 3 years | 33.14 | 5.40 | 614% |
| Returns for 5 years | 20.00 | 5.07 | 394% |
| Returns for 10 years | N/A | 19.92 | - |
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