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CWSGX vs VSGAX
CWSGX vs VSGAX Comparison
Open Charts CWSGX vs VSGAX
Carillon Chartwell Small Cap Growth I
Price$18.61
Change-$0.09 (-0.48%)
VolumeN/A
Net Assets103.27M
Vanguard Small Cap Growth Index Admiral
Price$105.55
Change-$0.47 (-0.44%)
VolumeN/A
Net Assets39.1B
CWSGX vs VSGAX Comparison Chart in %
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CWSGX vs. VSGAX commentary
Oct 19, 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 VSGAX is a Hold.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 39.1B vs. CWSGX (103M). CWSGX pays higher dividends than VSGAX: CWSGX (2.13) vs VSGAX (0.56). CWSGX was incepted earlier than VSGAX: CWSGX (8 years) vs VSGAX (14 years). CWSGX (2.09) is less costly to investors than VSGAX (0.07). CWSGX is a more actively managed with annual turnover of: 60.00 vs. VSGAX (21.00). CWSGX has a lower initial minimum investment than VSGAX: CWSGX (1000) vs VSGAX (3000). VSGAX annual gain was more profitable for investors over the last year : 10.21 vs. CWSGX (6.46). VSGAX return over 5 years is better than : 31.32 vs. CWSGX (16.42).
| CWSGX | VSGAX | CWSGX / VSGAX | |
| Total Expense Ratio | 0.95 | 0.07 | 1,357% |
| Annual Report Gross Expense Ratio | 2.09 | 0.07 | 2,986% |
| Fund Existence | 8 years | 14 years | - |
| Gain YTD | 10.184 | 7.337 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 103M | 39.1B | 0% |
| Annual Yield % from dividends | 2.13 | 0.56 | 383% |
| Returns for 1 year | 6.46 | 10.21 | 63% |
| Returns for 3 years | 63.96 | 49.78 | 128% |
| Returns for 5 years | 16.42 | 31.32 | 52% |
| Returns for 10 years | N/A | 148.83 | - |
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