Interact to see
Advertisement
Advertisement
CWSGX vs VSGAX
CWSGX vs VSGAX Comparison
Open Charts CWSGX vs VSGAX
Carillon Chartwell Small Cap Growth I
Price$20.47
Change+$1.60 (+8.48%)
VolumeN/A
Net Assets121.09M
Vanguard Small Cap Growth Index Admiral
Price$110.56
Change+$3.67 (+3.43%)
VolumeN/A
Net Assets39.31B
CWSGX vs VSGAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWSGX vs. VSGAX commentary
Feb 04, 2026
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 VSGAX is a Hold.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 39.3B vs. CWSGX (121M). VSGAX pays higher dividends than CWSGX: VSGAX (0.52) vs CWSGX (0.05). CWSGX was incepted earlier than VSGAX: CWSGX (9 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). CWSGX annual gain was more profitable for investors over the last year : 20.76 vs. VSGAX (8.93). VSGAX return over 5 years is better than : 9.44 vs. CWSGX (8.15).
| 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 | 9 years | 14 years | - |
| Gain YTD | 6.504 | 4.184 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121M | 39.3B | 0% |
| Annual Yield % from dividends | 0.05 | 0.52 | 9% |
| Returns for 1 year | 20.76 | 8.93 | 233% |
| Returns for 3 years | 76.78 | 37.28 | 206% |
| Returns for 5 years | 8.15 | 9.44 | 86% |
| Returns for 10 years | N/A | 205.83 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement