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CWSIX vs SSGSX
CWSIX vs SSGSX Comparison
Open Charts CWSIX vs SSGSX
Carillon Chartwell Small Cap Value I
Price$15.28
Change+$0.04 (+0.26%)
VolumeN/A
Net Assets47.6M
Victory Sycamore Small Company Opp A
Price$45.63
Change+$0.07 (+0.15%)
VolumeN/A
Net Assets5.12B
CWSIX vs SSGSX Comparison Chart in %
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CWSIX vs. SSGSX commentary
Dec 25, 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 StrongBuy and SSGSX is a Hold.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.12B vs. CWSIX (47.6M). 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). 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 : -2.42 vs. CWSIX (-28.30). SSGSX return over 5 years is better than : -0.63 vs. CWSIX (-11.30).
| 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 | 1.192 | -1.723 | -69% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 47.6M | 5.12B | 1% |
| Annual Yield % from dividends | 0.95 | 0.48 | 200% |
| Returns for 1 year | -28.30 | -2.42 | 1,171% |
| Returns for 3 years | -12.01 | 0.45 | -2,643% |
| Returns for 5 years | -11.30 | -0.63 | 1,780% |
| Returns for 10 years | 7.98 | 18.71 | 43% |
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