CWSGX
Price
$16.93
Change
+$0.15 (+0.89%)
Updated
Jul 3 closing price
Net Assets
83.51M
VSGAX
Price
$98.98
Change
+$1.00 (+1.02%)
Updated
Jul 3 closing price
Net Assets
34.95B
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CWSGX vs VSGAX

Header iconCWSGX vs VSGAX Comparison
Open Charts CWSGX vs VSGAXBanner 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 Admiral
Price$98.98
Change+$1.00 (+1.02%)
VolumeN/A
Net Assets34.95B
CWSGX vs VSGAX Comparison Chart in %
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VS
CWSGX vs. VSGAX 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 VSGAX is a Buy.

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FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 35B vs. CWSGX (83.5M). CWSGX pays higher dividends than VSGAX: CWSGX (2.33) vs VSGAX (0.54). 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 : 12.95 vs. CWSGX (9.39). VSGAX return over 5 years is better than : 40.75 vs. CWSGX (32.47).
CWSGXVSGAXCWSGX / VSGAX
Total Expense Ratio0.950.071,357%
Annual Report Gross Expense Ratio2.090.072,986%
Fund Existence8 years14 years-
Gain YTD0.2370.61938%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets83.5M35B0%
Annual Yield % from dividends2.330.54428%
Returns for 1 year9.3912.9573%
Returns for 3 years52.8441.87126%
Returns for 5 years32.4740.7580%
Returns for 10 yearsN/A116.41-
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