CWSGX
Price
$16.98
Change
+$0.23 (+1.37%)
Updated
Jul 25 closing price
Net Assets
89.07M
VEXRX
Price
$108.38
Change
+$0.80 (+0.74%)
Updated
Jul 25 closing price
Net Assets
20.12B
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CWSGX vs VEXRX

Header iconCWSGX vs VEXRX Comparison
Open Charts CWSGX vs VEXRXBanner chart's image
Carillon Chartwell Small Cap Growth I
Price$16.98
Change+$0.23 (+1.37%)
VolumeN/A
Net Assets89.07M
Vanguard Explorer Adm
Price$108.38
Change+$0.80 (+0.74%)
VolumeN/A
Net Assets20.12B
CWSGX vs VEXRX Comparison Chart in %
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CWSGX vs. VEXRX commentary
Jul 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 Buy.

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FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 20.1B vs. CWSGX (89.1M). 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 : 7.81 vs. VEXRX (-1.37). CWSGX return over 5 years is better than : 28.54 vs. VEXRX (11.05).
CWSGXVEXRXCWSGX / VEXRX
Total Expense Ratio0.950.33288%
Annual Report Gross Expense Ratio2.090.33633%
Fund Existence8 years24 years-
Gain YTD0.5331.43237%
Front LoadN/AN/A-
Min. Initial Investment1000500002%
Min. Initial Investment IRAN/AN/A-
Net Assets89.1M20.1B0%
Annual Yield % from dividends2.330.52446%
Returns for 1 year7.81-1.37-572%
Returns for 3 years47.3117.02278%
Returns for 5 years28.5411.05258%
Returns for 10 yearsN/A20.53-
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