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CWSIX vs SSGSX
CWSIX vs SSGSX Comparison
Open Charts CWSIX vs SSGSX
Carillon Chartwell Small Cap Value I
Price$14.46
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets46.66M
Victory Sycamore Small Company Opp A
Price$46.37
Change+$0.09 (+0.19%)
VolumeN/A
Net Assets5.22B
CWSIX vs SSGSX Comparison Chart in %
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CWSIX vs. SSGSX commentary
Nov 14, 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 Buy.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.22B vs. CWSIX (46.7M). CWSIX pays higher dividends than SSGSX: CWSIX (0.97) vs SSGSX (0.49). 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 : -12.62 vs. CWSIX (-34.90). SSGSX return over 5 years is better than : 8.71 vs. CWSIX (-9.44).
| 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 | -4.238 | -0.129 | 3,280% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46.7M | 5.22B | 1% |
| Annual Yield % from dividends | 0.97 | 0.49 | 200% |
| Returns for 1 year | -34.90 | -12.62 | 277% |
| Returns for 3 years | -22.83 | -6.25 | 365% |
| Returns for 5 years | -9.44 | 8.71 | -108% |
| Returns for 10 years | 1.94 | 20.45 | 9% |
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