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CWSGX vs VSGAX
CWSGX vs VSGAX Comparison
Open Charts CWSGX vs VSGAX
Carillon Chartwell Small Cap Growth I
Price$17.82
Change+$0.07 (+0.39%)
VolumeN/A
Net Assets98.36M
Vanguard Small Cap Growth Index Admiral
Price$104.98
Change+$0.47 (+0.45%)
VolumeN/A
Net Assets38.63B
CWSGX vs VSGAX Comparison Chart in %
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CWSGX vs. VSGAX commentary
Sep 09, 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 StrongBuy and VSGAX is a Hold.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 38.6B vs. CWSGX (98.4M). CWSGX pays higher dividends than VSGAX: CWSGX (2.21) vs VSGAX (0.51). 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 : 18.22 vs. CWSGX (11.73). VSGAX return over 5 years is better than : 42.21 vs. CWSGX (25.54).
| 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 | 5.092 | 6.241 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 98.4M | 38.6B | 0% |
| Annual Yield % from dividends | 2.21 | 0.51 | 431% |
| Returns for 1 year | 11.73 | 18.22 | 64% |
| Returns for 3 years | 51.80 | 42.63 | 122% |
| Returns for 5 years | 25.54 | 42.21 | 61% |
| Returns for 10 years | N/A | 141.95 | - |
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