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CWSGX vs VISGX
CWSGX vs VISGX Comparison
Open Charts CWSGX vs VISGX
Carillon Chartwell Small Cap Growth I
Price$17.82
Change+$0.07 (+0.39%)
VolumeN/A
Net Assets98.36M
Vanguard Small Cap Growth Index I
Price$83.94
Change+$0.38 (+0.45%)
VolumeN/A
Net Assets38.63B
CWSGX vs VISGX Comparison Chart in %
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CWSGX vs. VISGX commentary
Sep 09, 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 StrongBuy and VISGX is a Hold.
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 38.6B vs. CWSGX (98.4M). CWSGX pays higher dividends than VISGX: CWSGX (2.21) vs VISGX (0.40). 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 : 18.17 vs. CWSGX (11.73). VISGX return over 5 years is better than : 41.95 vs. CWSGX (25.54).
| CWSGX | VISGX | CWSGX / VISGX | |
| Total Expense Ratio | 0.95 | 0.19 | 500% |
| Annual Report Gross Expense Ratio | 2.09 | 0.19 | 1,100% |
| Fund Existence | 8 years | 27 years | - |
| Gain YTD | 5.092 | 6.198 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 98.4M | 38.6B | 0% |
| Annual Yield % from dividends | 2.21 | 0.40 | 550% |
| Returns for 1 year | 11.73 | 18.17 | 65% |
| Returns for 3 years | 51.80 | 42.48 | 122% |
| Returns for 5 years | 25.54 | 41.95 | 61% |
| Returns for 10 years | N/A | 141.02 | - |
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