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CWSGX vs VEXRX
CWSGX vs VEXRX Comparison
Open Charts CWSGX vs VEXRX
Carillon Chartwell Small Cap Growth I
Price$15.80
Change-$0.29 (-1.80%)
VolumeN/A
Net Assets60.27M
Vanguard Explorer Adm
Price$102.00
Change-$1.70 (-1.64%)
VolumeN/A
Net Assets19.41B
CWSGX vs VEXRX Comparison Chart
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CWSGX vs. VEXRX commentary
Jun 16, 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 VEXRX is a Hold.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 19.4B vs. CWSGX (60.3M). CWSGX pays higher dividends than VEXRX: CWSGX (2.50) vs VEXRX (0.54). 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 : 3.07 vs. VEXRX (-4.58). CWSGX return over 5 years is better than : 30.72 vs. VEXRX (12.41).
| 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 | -6.454 | -4.539 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 50000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 60.3M | 19.4B | 0% |
| Annual Yield % from dividends | 2.50 | 0.54 | 459% |
| Returns for 1 year | 3.07 | -4.58 | -67% |
| Returns for 3 years | 40.90 | 16.73 | 244% |
| Returns for 5 years | 30.72 | 12.41 | 248% |
| Returns for 10 years | N/A | 8.95 | - |
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