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 a closer substitute for your current allocation.
Cheapest Alternatives to CWSGX
CWSGX charges 1.05% annually. There are 75 mutual funds in the Small Cap Growth Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | — | Jul 2019 | CWSGX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 47.00B | May 2000 | CWSGX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 47.00B | Sep 2011 | CWSGX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | CWSGX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | CWSGX vs VISGX |
Best Risk-Adjusted Alternatives to CWSGX
CWSGX has a PortfoliosLab risk / return rank of 66. There are 12 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | 91 | — | Nov 2015 | CWSGX vs DSCIX | |
| Needham Small Cap Growth Fund Institutional | 83 | — | Dec 2016 | CWSGX vs NESIX | |
| Needham Small Cap Growth Fund | 82 | — | May 2002 | CWSGX vs NESGX | |
| North Square Spectrum Alpha Fund | 79 | — | Jan 1994 | CWSGX vs ORIGX | |
| Driehaus Micro Cap Growth Fund | 77 | — | Nov 2013 | CWSGX vs DMCRX |
Top Performing CWSGX Alternatives (YTD)
CWSGX is at 22.74% YTD. There are 17 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 56.00%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 56.00% | — | Dec 2016 | CWSGX vs NESIX | |
| Needham Small Cap Growth Fund | 55.46% | — | May 2002 | CWSGX vs NESGX | |
| Oberweis Micro Cap Fund | 35.75% | — | Dec 1995 | CWSGX vs OBMCX | |
| Needham Aggressive Growth Fund Institutional Class | 33.50% | — | Dec 2016 | CWSGX vs NEAIX | |
| Needham Aggressive Growth Fund Retail Class | 33.20% | — | Sep 2001 | CWSGX vs NEAGX |
Lowest Volatility Alternatives to CWSGX
CWSGX has 25.35% 1-year volatility. There are 126 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.57%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric Fund | 14.57% | — | Nov 1995 | CWSGX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.38% | — | Jul 2011 | CWSGX vs CMCIX | |
| Neuberger Berman Genesis Fund | 16.31% | — | Sep 1988 | CWSGX vs NBGNX | |
| Neuberger Berman Genesis Fund Institutional Class | 16.31% | — | Jul 1999 | CWSGX vs NBGIX | |
| Eaton Vance Small-Cap Fund | 16.33% | — | Jan 1997 | CWSGX vs ETEGX |
Lowest Drawdown Alternatives to CWSGX
CWSGX has a 1-year max drawdown of -12.67%. There are 51 mutual funds in the Small Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.08%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | -7.08% | — | Nov 2015 | CWSGX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | CWSGX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | CWSGX vs WMKSX | |
| Empiric Fund | -8.60% | — | Nov 1995 | CWSGX vs EMCAX | |
| ProFunds Small Cap Growth Fund | -9.15% | — | Sep 2001 | CWSGX vs SGPIX |
Other Mutual Funds from Carillon Family of Funds
The 10 most viewed Carillon Family of Funds mutual funds shown here include BERIX, HRCPX, EISIX and span 10 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Chartwell Income Fund | Diversified Portfolio | 80 | 2.94% | — | Sep 1987 | CWSGX vs BERIX | |
| Carillon ClariVest Capital Appreciation Fund | Large Cap Growth Equities | 34 | 7.93% | — | Dec 1985 | CWSGX vs HRCPX | |
| Carillon ClariVest International Stock Fund | Foreign Large Cap Equities | 86 | 19.76% | — | Feb 2013 | CWSGX vs EISIX | |
| Carillon Scout Mid Cap Fund | Mid Cap Blend Equities | 56 | 13.13% | — | Oct 2006 | CWSGX vs UMBMX | |
| Carillon Eagle Mid Cap Growth Fund | Mid Cap Growth Equities | 6 | 5.57% | — | Aug 1998 | CWSGX vs HAGAX | |
| Carillon Reams Unconstrained Bond Fund | Nontraditional Bonds | 32 | 0.50% | — | Sep 2011 | CWSGX vs SUBFX | |
| Chartwell Short Duration High Yield Fund | High Yield Bonds | 97 | 1.73% | — | Jul 2014 | CWSGX vs CWFIX | |
| Carillon Reams Core Plus Bond Fund | Intermediate Core-Plus Bond | 21 | -0.14% | — | Nov 1996 | CWSGX vs SCPZX | |
| Carillon Eagle Growth & Income Fund | Large Cap Value Equities | 69 | 11.05% | — | Dec 1986 | CWSGX vs HRCVX | |
| Carillon Eagle Small Cap Growth Fund | Small Cap Growth Equities | 43 | 16.14% | — | May 1993 | CWSGX vs HRSCX |
Often Compared With CWSGX
Investors most often compare CWSGX with BERCX, CWSIX, SCCIX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare CWSGX with Any Fund or Stock
Compare CWSGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CWSGX with funds that move differently
Chartwell Small Cap Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CWSGX.
Explore CWSGX Diversifiers