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CWSGX vs VISGX
CWSGX vs VISGX Comparison
Open Charts CWSGX vs VISGX
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.
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).
| 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 | 0.237 | 0.606 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 83.5M | 35B | 0% |
| Annual Yield % from dividends | 2.33 | 0.43 | 547% |
| Returns for 1 year | 9.39 | 12.91 | 73% |
| Returns for 3 years | 52.84 | 41.73 | 127% |
| Returns for 5 years | 32.47 | 40.47 | 80% |
| Returns for 10 years | N/A | 115.56 | - |
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