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CWSGX vs VEXRX
CWSGX vs VEXRX Comparison
Open Charts CWSGX vs VEXRX
Carillon Chartwell Small Cap Growth I
Price$20.47
Change+$1.60 (+8.48%)
VolumeN/A
Net Assets121.09M
Vanguard Explorer Adm
Price$111.06
Change-$1.83 (-1.62%)
VolumeN/A
Net Assets20.23B
CWSGX vs VEXRX Comparison Chart in %
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CWSGX vs. VEXRX 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 VEXRX is a Hold.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 20.2B vs. CWSGX (121M). VEXRX pays higher dividends than CWSGX: VEXRX (0.54) vs CWSGX (0.05). CWSGX was incepted earlier than VEXRX: CWSGX (9 years) vs VEXRX (24 years). CWSGX (2.09) is less costly to investors than VEXRX (0.33). CWSGX is a more actively managed with annual turnover of: 60.00 vs. VEXRX (51.00). CWSGX has a lower initial minimum investment than VEXRX: CWSGX (1000) vs VEXRX (50000). CWSGX annual gain was more profitable for investors over the last year : 20.76 vs. VEXRX (0.66). CWSGX return over 5 years is better than : 8.15 vs. VEXRX (-12.97).
| CWSGX | VEXRX | CWSGX / VEXRX | |
| Total Expense Ratio | 0.95 | 0.33 | 288% |
| Annual Report Gross Expense Ratio | 2.09 | 0.33 | 633% |
| Fund Existence | 9 years | 24 years | - |
| Gain YTD | 6.504 | 4.096 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 50000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121M | 20.2B | 1% |
| Annual Yield % from dividends | 0.05 | 0.54 | 9% |
| Returns for 1 year | 20.76 | 0.66 | 3,137% |
| Returns for 3 years | 76.78 | 13.57 | 566% |
| Returns for 5 years | 8.15 | -12.97 | -63% |
| Returns for 10 years | N/A | 72.29 | - |
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