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CWSGX vs VEXRX
CWSGX vs VEXRX Comparison
Open Charts CWSGX vs VEXRX
Carillon Chartwell Small Cap Growth I
Price$19.54
Change-$0.22 (-1.11%)
VolumeN/A
Net Assets114.71M
Vanguard Explorer Adm
Price$108.81
Change-$0.26 (-0.24%)
VolumeN/A
Net Assets20.72B
CWSGX vs VEXRX Comparison Chart in %
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CWSGX vs. VEXRX commentary
Dec 28, 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 Hold.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 20.7B vs. CWSGX (115M). CWSGX pays higher dividends than VEXRX: CWSGX (1.99) vs VEXRX (0.48). 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 (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 : 8.86 vs. VEXRX (-5.89). CWSGX return over 5 years is better than : 6.49 vs. VEXRX (-9.80).
| 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 | 15.690 | 1.834 | 855% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 50000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 115M | 20.7B | 1% |
| Annual Yield % from dividends | 1.99 | 0.48 | 415% |
| Returns for 1 year | 8.86 | -5.89 | -150% |
| Returns for 3 years | 86.10 | 26.92 | 320% |
| Returns for 5 years | 6.49 | -9.80 | -66% |
| Returns for 10 years | N/A | 43.75 | - |
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