CWSGX
Price
$16.93
Change
+$0.15 (+0.89%)
Updated
Jul 3 closing price
Net Assets
83.51M
VISGX
Price
$79.16
Change
+$0.80 (+1.02%)
Updated
Jul 3 closing price
Net Assets
34.95B
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CWSGX vs VISGX

Header iconCWSGX vs VISGX Comparison
Open Charts CWSGX vs VISGXBanner chart's image
Carillon Chartwell Small Cap Growth I
Price$16.93
Change+$0.15 (+0.89%)
VolumeN/A
Net Assets83.51M
Vanguard Small Cap Growth Index I
Price$79.16
Change+$0.80 (+1.02%)
VolumeN/A
Net Assets34.95B
CWSGX vs VISGX Comparison Chart in %
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CWSGX vs. VISGX 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 VISGX is a Buy.

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FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 35B vs. CWSGX (83.5M). CWSGX pays higher dividends than VISGX: CWSGX (2.33) vs VISGX (0.43). CWSGX was incepted earlier than VISGX: CWSGX (8 years) vs VISGX (27 years). CWSGX (2.09) is less costly to investors than VISGX (0.19). CWSGX is a more actively managed with annual turnover of: 60.00 vs. VISGX (21.00). CWSGX has a lower initial minimum investment than VISGX: CWSGX (1000) vs VISGX (3000). VISGX annual gain was more profitable for investors over the last year : 12.91 vs. CWSGX (9.39). VISGX return over 5 years is better than : 40.47 vs. CWSGX (32.47).
CWSGXVISGXCWSGX / VISGX
Total Expense Ratio0.950.19500%
Annual Report Gross Expense Ratio2.090.191,100%
Fund Existence8 years27 years-
Gain YTD0.2370.60639%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets83.5M35B0%
Annual Yield % from dividends2.330.43547%
Returns for 1 year9.3912.9173%
Returns for 3 years52.8441.73127%
Returns for 5 years32.4740.4780%
Returns for 10 yearsN/A115.56-
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