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CWSGX vs VSGAX
CWSGX vs VSGAX Comparison
Open Charts CWSGX vs VSGAX
Carillon Chartwell Small Cap Growth I
Price$16.98
Change+$0.23 (+1.37%)
VolumeN/A
Net Assets89.07M
Vanguard Small Cap Growth Index Admiral
Price$100.94
Change+$0.72 (+0.72%)
VolumeN/A
Net Assets36.92B
CWSGX vs VSGAX Comparison Chart in %
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CWSGX vs. VSGAX commentary
Jul 28, 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.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 36.9B vs. CWSGX (89.1M). 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 : 12.32 vs. CWSGX (7.81). VSGAX return over 5 years is better than : 40.33 vs. CWSGX (28.54).
| 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 | 0.533 | 2.611 | 20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 89.1M | 36.9B | 0% |
| Annual Yield % from dividends | 2.33 | 0.54 | 428% |
| Returns for 1 year | 7.81 | 12.32 | 63% |
| Returns for 3 years | 47.31 | 38.30 | 124% |
| Returns for 5 years | 28.54 | 40.33 | 71% |
| Returns for 10 years | N/A | 121.74 | - |
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