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CWSGX vs VISGX
CWSGX vs VISGX Comparison
Open Charts CWSGX vs VISGX
Carillon Chartwell Small Cap Growth I
Price$15.80
Change-$0.29 (-1.80%)
VolumeN/A
Net Assets60.27M
Vanguard Small Cap Growth Index I
Price$75.13
Change-$1.25 (-1.64%)
VolumeN/A
Net Assets34.95B
CWSGX vs VISGX Comparison Chart
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CWSGX vs. VISGX commentary
Jun 16, 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 Hold and VISGX is a Buy.
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 35B vs. CWSGX (60.3M). CWSGX pays higher dividends than VISGX: CWSGX (2.50) vs VISGX (0.44). 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 : 7.11 vs. CWSGX (3.07). VISGX return over 5 years is better than : 40.29 vs. CWSGX (30.72).
| 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 | -6.454 | -4.531 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 60.3M | 35B | 0% |
| Annual Yield % from dividends | 2.50 | 0.44 | 565% |
| Returns for 1 year | 3.07 | 7.11 | 43% |
| Returns for 3 years | 40.90 | 38.50 | 106% |
| Returns for 5 years | 30.72 | 40.29 | 76% |
| Returns for 10 years | N/A | 100.60 | - |
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