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CWSIX vs SSGSX
CWSIX vs SSGSX Comparison
Open Charts CWSIX vs SSGSX
Carillon Chartwell Small Cap Value I
Price$15.03
Change+$0.22 (+1.49%)
VolumeN/A
Net Assets47.87M
Victory Sycamore Small Company Opp A
Price$46.58
Change-$0.12 (-0.26%)
VolumeN/A
Net Assets5.16B
CWSIX vs SSGSX Comparison Chart in %
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CWSIX vs. SSGSX commentary
Dec 04, 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 CWSIX is a Buy and SSGSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.16B vs. CWSIX (47.9M). CWSIX pays higher dividends than SSGSX: CWSIX (0.95) vs SSGSX (0.48). CWSIX was incepted earlier than SSGSX: CWSIX (14 years) vs SSGSX (27 years). SSGSX (1.26) and CWSIX (1.24) have similar cost to investors . CWSIX is a more actively managed with annual turnover of: 44.00 vs. SSGSX (37.00). 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 : -13.68 vs. CWSIX (-35.17). SSGSX return over 5 years is better than : 4.92 vs. CWSIX (-11.59).
| CWSIX | SSGSX | CWSIX / SSGSX | |
| Total Expense Ratio | 1.05 | 1.26 | 83% |
| Annual Report Gross Expense Ratio | 1.24 | 1.26 | 98% |
| Fund Existence | 14 years | 27 years | - |
| Gain YTD | -1.921 | 0.582 | -330% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 47.9M | 5.16B | 1% |
| Annual Yield % from dividends | 0.95 | 0.48 | 200% |
| Returns for 1 year | -35.17 | -13.68 | 257% |
| Returns for 3 years | -21.08 | -7.65 | 275% |
| Returns for 5 years | -11.59 | 4.92 | -236% |
| Returns for 10 years | 0.99 | 17.51 | 6% |
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