Chartwell Small Cap Growth Fund (CWSGX) Alternatives
Chartwell Small Cap Growth Fund (CWSGX) belongs to the Small Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CWSGX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to CWSGX
CWSGX charges 1.05% annually. Among mutual funds in the Small Cap Growth Equities category, these options have the lowest expense ratios among CWSGX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | Jul 11, 2019 | CWSGX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | May 24, 2000 | CWSGX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | Sep 27, 2011 | CWSGX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | May 25, 2011 | CWSGX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | May 21, 1998 | CWSGX vs VISGX |
Best Risk-Adjusted Alternatives to CWSGX
Among mutual funds in the Small Cap Growth Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Needham Aggressive Growth Fund Institutional Class | 91 | Dec 30, 2016 | CWSGX vs NEAIX | |
| Needham Aggressive Growth Fund | 90 | Sep 4, 2001 | CWSGX vs NEAGX | |
| Driehaus Micro Cap Growth Fund | 86 | Nov 18, 2013 | CWSGX vs DMCRX | |
| Oberweis Micro Cap Fund | 86 | Dec 29, 1995 | CWSGX vs OBMCX | |
| Hood River Small-Cap Growth Fund | 83 | Jan 2, 2003 | CWSGX vs HRSMX |
Top Performing CWSGX Alternatives (YTD)
CWSGX alternatives from the Small Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Kinetics Small Cap Opportunities Fund | 29.72% | Mar 20, 2000 | CWSGX vs KSCOX | |
| Kinetics Small Capital Opportunities Advisor Fund ... | 29.65% | Dec 31, 2001 | CWSGX vs KSOAX | |
| Needham Small Cap Growth Fund Institutional | 9.63% | Dec 30, 2016 | CWSGX vs NESIX | |
| Needham Small Cap Growth Fund | 9.51% | May 22, 2002 | CWSGX vs NESGX | |
| Oberweis Micro Cap Fund | 8.96% | Dec 29, 1995 | CWSGX vs OBMCX |
Lowest Volatility Alternatives to CWSGX
CWSGX alternatives from the Small Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Empiric 2500 Fund | 17.35% | Nov 6, 1995 | CWSGX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 19.19% | Jul 29, 2011 | CWSGX vs CMCIX | |
| Value Line Small Cap Opportunities Fund | 19.58% | Jun 23, 1993 | CWSGX vs VLEOX | |
| Virtus KAR Small-Cap Value Fund | 19.65% | Jun 28, 2006 | CWSGX vs PXQSX | |
| Eaton Vance Small-Cap Fund | 19.66% | Jan 2, 1997 | CWSGX vs ETEGX |
Lowest Drawdown Alternatives to CWSGX
CWSGX alternatives from the Small Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Empiric 2500 Fund | -10.15% | Nov 6, 1995 | CWSGX vs EMCAX | |
| Value Line Small Cap Opportunities Fund | -10.86% | Jun 23, 1993 | CWSGX vs VLEOX | |
| Ranger Micro Cap Fund | -11.77% | Jun 6, 2018 | CWSGX vs RFIMX | |
| Saratoga Small Capitalization Portfolio | -11.83% | Sep 1, 1994 | CWSGX vs SSCPX | |
| Calamos Timpani Small Cap Growth Fund | -12.38% | Mar 23, 2011 | CWSGX vs CTSIX |
Other Mutual Funds from Carillon Family of Funds
Most popular Carillon Family of Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Carillon ClariVest Capital Appreciation Fund | Large Cap Growth Equities | 53 | -11.20% | Dec 12, 1985 | CWSGX vs HRCPX | |
| Carillon Scout Mid Cap Fund | Mid Cap Blend Equities | 66 | 1.19% | Oct 31, 2006 | CWSGX vs UMBMX | |
| Carillon Eagle Mid Cap Growth Fund | Mid Cap Growth Equities | 12 | -7.73% | Aug 20, 1998 | CWSGX vs HAGAX | |
| Carillon ClariVest International Stock Fund | Foreign Large Cap Equities | 89 | 0.22% | Feb 27, 2013 | CWSGX vs EISIX | |
| Carillon Reams Core Plus Bond Fund | Intermediate Core-Plus Bond | 75 | 0.14% | Nov 25, 1996 | CWSGX vs SCPZX | |
| Carillon Eagle Growth & Income Fund | Large Cap Value Equities | 54 | -0.63% | Dec 15, 1986 | CWSGX vs HRCVX | |
| Carillon Reams Core Bond Fund | Intermediate Core Bond | 60 | -0.08% | Feb 23, 2001 | CWSGX vs SCCIX | |
| Chartwell Small Cap Value Fund | Small Cap Value Equities | 25 | 3.65% | Mar 16, 2012 | CWSGX vs CWSIX | |
| Carillon Reams Unconstrained Bond Fund | Nontraditional Bonds | 94 | 0.26% | Sep 28, 2011 | CWSGX vs SUBFX | |
| Carillon Eagle Small Cap Growth Fund | Small Cap Growth Equities | 29 | -5.22% | May 7, 1993 | CWSGX vs HRSCX |
Often Compared With CWSGX
What investors most often compare with CWSGX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Chartwell Mid Cap Value Fund | Mid Cap Value Equities | 27 | -1.38% | May 1, 2002 | CWSGX vs BERCX | |
| Aegis Value Fund | Small Cap Value Equities | 98 | 13.53% | May 15, 1998 | CWSGX vs AVALX | |
| Nicholas Limited Edition Fund | Small Cap Growth Equities | 0 | -14.46% | May 18, 1987 | CWSGX vs NCLEX | |
| Chartwell Short Duration High Yield Fund | High Yield Bonds | 97 | -0.40% | Jul 15, 2014 | CWSGX vs CWFIX | |
| Chartwell Income Fund | Diversified Portfolio | 96 | 3.53% | Sep 2, 1987 | CWSGX vs BERIX | |
| Putnam Small Cap Growth Fund | Small Cap Growth Equities | 29 | -5.03% | Dec 31, 1997 | CWSGX vs PNSAX |
Compare CWSGX with Any Fund or Stock
Compare CWSGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.