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CWSIX vs SSGSX
CWSIX vs SSGSX Comparison
Open Charts CWSIX vs SSGSX
Carillon Chartwell Small Cap Value I
Price$13.19
Change+$0.08 (+0.61%)
VolumeN/A
Net Assets46.85M
Victory Sycamore Small Company Opp A
Price$47.05
Change+$0.29 (+0.62%)
VolumeN/A
Net Assets5.04B
CWSIX vs SSGSX Comparison Chart in %
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CWSIX vs. SSGSX commentary
Jan 15, 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 CWSIX is a Hold and SSGSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.04B vs. CWSIX (46.8M). CWSIX pays higher dividends than SSGSX: CWSIX (0.95) vs SSGSX (0.61). CWSIX was incepted earlier than SSGSX: CWSIX (14 years) vs SSGSX (27 years). CWSIX (1.24) and SSGSX (1.23) have similar cost to investors . SSGSX is a more actively managed with annual turnover of: 50.00 vs. CWSIX (44.00). CWSIX has a lower initial minimum investment than SSGSX: CWSIX (1000) vs SSGSX (2500). SSGSX annual gain was more profitable for investors over the last year : 1.49 vs. CWSIX (-11.01). SSGSX return over 5 years is better than : -3.16 vs. CWSIX (-27.75).
| CWSIX | SSGSX | CWSIX / SSGSX | |
| Total Expense Ratio | 1.05 | 1.23 | 85% |
| Annual Report Gross Expense Ratio | 1.24 | 1.23 | 101% |
| Fund Existence | 14 years | 27 years | - |
| Gain YTD | 7.062 | 5.281 | 134% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46.8M | 5.04B | 1% |
| Annual Yield % from dividends | 0.95 | 0.61 | 155% |
| Returns for 1 year | -11.01 | 1.49 | -737% |
| Returns for 3 years | -27.97 | -1.36 | 2,054% |
| Returns for 5 years | -27.75 | -3.16 | 877% |
| Returns for 10 years | 4.15 | 50.55 | 8% |
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