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CWSGX vs VSGIX
CWSGX vs VSGIX Comparison
Open Charts CWSGX vs VSGIX
Carillon Chartwell Small Cap Growth I
Price$20.47
Change+$1.60 (+8.48%)
VolumeN/A
Net Assets121.09M
Vanguard Small Cap Growth Index I
Price$88.54
Change+$2.94 (+3.43%)
VolumeN/A
Net Assets39.31B
CWSGX vs VSGIX Comparison Chart in %
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VS
CWSGX vs. VSGIX 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 VSGIX is a Hold.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 39.3B vs. CWSGX (121M). VSGIX pays higher dividends than CWSGX: VSGIX (0.53) vs CWSGX (0.05). CWSGX was incepted earlier than VSGIX: CWSGX (9 years) vs VSGIX (26 years). CWSGX (2.09) is less costly to investors than VSGIX (0.06). CWSGX is a more actively managed with annual turnover of: 60.00 vs. VSGIX (21.00). CWSGX has a lower initial minimum investment than VSGIX: CWSGX (1000) vs VSGIX (5000000). CWSGX annual gain was more profitable for investors over the last year : 20.76 vs. VSGIX (8.94). VSGIX return over 5 years is better than : 9.46 vs. CWSGX (8.15).
| CWSGX | VSGIX | CWSGX / VSGIX | |
| Total Expense Ratio | 0.95 | 0.06 | 1,583% |
| Annual Report Gross Expense Ratio | 2.09 | 0.06 | 3,483% |
| Fund Existence | 9 years | 26 years | - |
| Gain YTD | 6.504 | 4.189 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121M | 39.3B | 0% |
| Annual Yield % from dividends | 0.05 | 0.53 | 9% |
| Returns for 1 year | 20.76 | 8.94 | 232% |
| Returns for 3 years | 76.78 | 37.30 | 206% |
| Returns for 5 years | 8.15 | 9.46 | 86% |
| Returns for 10 years | N/A | 205.81 | - |
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