Interact to see
Advertisement
Advertisement
CWSGX vs VSGIX
CWSGX vs VSGIX Comparison
Open Charts CWSGX vs VSGIX
Carillon Chartwell Small Cap Growth I
Price$19.54
Change-$0.22 (-1.11%)
VolumeN/A
Net Assets114.71M
Vanguard Small Cap Growth Index I
Price$86.92
Change-$0.37 (-0.42%)
VolumeN/A
Net Assets39.73B
CWSGX vs VSGIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWSGX vs. VSGIX commentary
Dec 27, 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 VSGIX is a Buy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 39.7B vs. CWSGX (115M). CWSGX pays higher dividends than VSGIX: CWSGX (1.99) vs VSGIX (0.55). 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 : 10.63 vs. VSGIX (8.53). VSGIX return over 5 years is better than : 14.92 vs. CWSGX (7.69).
| 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 | 16.992 | 10.840 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 115M | 39.7B | 0% |
| Annual Yield % from dividends | 1.99 | 0.55 | 359% |
| Returns for 1 year | 10.63 | 8.53 | 125% |
| Returns for 3 years | 87.32 | 55.77 | 157% |
| Returns for 5 years | 7.69 | 14.92 | 52% |
| Returns for 10 years | N/A | 158.30 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement