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CWSGX vs VSGAX
CWSGX vs VSGAX Comparison
Open Charts CWSGX vs VSGAX
Carillon Chartwell Small Cap Growth I
Price$17.13
Change-$0.10 (-0.58%)
VolumeN/A
Net Assets91.31M
Vanguard Small Cap Growth Index Admiral
Price$100.59
Change+$0.06 (+0.06%)
VolumeN/A
Net Assets37.46B
CWSGX vs VSGAX Comparison Chart in %
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CWSGX vs. VSGAX commentary
Aug 18, 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 Hold and VSGAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 37.5B vs. CWSGX (91.3M). CWSGX pays higher dividends than VSGAX: CWSGX (2.28) vs VSGAX (0.53). 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 : 12.52 vs. CWSGX (6.84). VSGAX return over 5 years is better than : 34.25 vs. CWSGX (20.00).
| 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 | 1.421 | 2.256 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 91.3M | 37.5B | 0% |
| Annual Yield % from dividends | 2.28 | 0.53 | 427% |
| Returns for 1 year | 6.84 | 12.52 | 55% |
| Returns for 3 years | 33.14 | 21.62 | 153% |
| Returns for 5 years | 20.00 | 34.25 | 58% |
| Returns for 10 years | N/A | 121.02 | - |
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