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CWSGX vs VEXRX
CWSGX vs VEXRX Comparison
Open Charts CWSGX vs VEXRX
Carillon Chartwell Small Cap Growth I
Price$16.93
Change+$0.15 (+0.89%)
VolumeN/A
Net Assets83.51M
Vanguard Explorer Adm
Price$107.70
Change+$0.84 (+0.79%)
VolumeN/A
Net Assets19.41B
CWSGX vs VEXRX Comparison Chart in %
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CWSGX vs. VEXRX 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 VEXRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 19.4B vs. CWSGX (83.5M). CWSGX pays higher dividends than VEXRX: CWSGX (2.33) vs VEXRX (0.52). CWSGX was incepted earlier than VEXRX: CWSGX (8 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 (35.00). 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 : 9.39 vs. VEXRX (1.29). CWSGX return over 5 years is better than : 32.47 vs. VEXRX (13.21).
| CWSGX | VEXRX | CWSGX / VEXRX | |
| Total Expense Ratio | 0.95 | 0.33 | 288% |
| Annual Report Gross Expense Ratio | 2.09 | 0.33 | 633% |
| Fund Existence | 8 years | 24 years | - |
| Gain YTD | 0.237 | 0.796 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 50000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 83.5M | 19.4B | 0% |
| Annual Yield % from dividends | 2.33 | 0.52 | 446% |
| Returns for 1 year | 9.39 | 1.29 | 729% |
| Returns for 3 years | 52.84 | 20.96 | 252% |
| Returns for 5 years | 32.47 | 13.21 | 246% |
| Returns for 10 years | N/A | 18.20 | - |
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