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 74 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% | 42.80B | May 2000 | CWSGX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 42.80B | 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 77. There are 12 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 95 | — | Dec 2016 | CWSGX vs NESIX | |
| Needham Small Cap Growth Fund | 95 | — | May 2002 | CWSGX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 94 | — | Dec 2016 | CWSGX vs NEAIX | |
| Needham Aggressive Growth Fund | 94 | — | Sep 2001 | CWSGX vs NEAGX | |
| Oberweis Micro Cap Fund | 90 | — | Dec 1995 | CWSGX vs OBMCX |
Top Performing CWSGX Alternatives (YTD)
CWSGX is at 28.62% YTD. There are 16 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 82.25%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 82.25% | — | Dec 2016 | CWSGX vs NESIX | |
| Needham Small Cap Growth Fund | 81.77% | — | May 2002 | CWSGX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 59.81% | — | Dec 2016 | CWSGX vs NEAIX | |
| Needham Aggressive Growth Fund | 59.55% | — | Sep 2001 | CWSGX vs NEAGX | |
| Oberweis Micro Cap Fund | 45.67% | — | Dec 1995 | CWSGX vs OBMCX |
Lowest Volatility Alternatives to CWSGX
CWSGX has 23.02% 1-year volatility. There are 123 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.15%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric 2500 Fund | 14.15% | — | Nov 1995 | CWSGX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.15% | — | Jul 2011 | CWSGX vs CMCIX | |
| Neuberger Berman Genesis Fund | 16.04% | — | Sep 1988 | CWSGX vs NBGNX | |
| Neuberger Berman Genesis Fund Institutional Class | 16.04% | — | Jul 1999 | CWSGX vs NBGIX | |
| Eaton Vance Small-Cap Fund | 16.05% | — | Jan 1997 | CWSGX vs ETEGX |
Lowest Drawdown Alternatives to CWSGX
CWSGX has a 1-year max drawdown of -11.97%. There are 45 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 2500 Fund | -8.60% | — | Nov 1995 | CWSGX vs EMCAX | |
| Ranger Micro Cap Fund | -9.11% | — | Jun 2018 | CWSGX vs RFIMX |
Other Mutual Funds from Carillon Family of Funds
The 10 most viewed Carillon Family of Funds mutual funds shown here include HRCPX, UMBMX, BERIX and span 10 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Carillon ClariVest Capital Appreciation Fund | Large Cap Growth Equities | 50 | 11.31% | — | Dec 1985 | CWSGX vs HRCPX | |
| Carillon Scout Mid Cap Fund | Mid Cap Blend Equities | 49 | 13.58% | — | Oct 2006 | CWSGX vs UMBMX | |
| Chartwell Income Fund | Diversified Portfolio | 88 | 4.78% | — | Sep 1987 | CWSGX vs BERIX | |
| Carillon Eagle Mid Cap Growth Fund | Mid Cap Growth Equities | 9 | 8.39% | — | Aug 1998 | CWSGX vs HAGAX | |
| Carillon ClariVest International Stock Fund | Foreign Large Cap Equities | 86 | 23.83% | — | Feb 2013 | CWSGX vs EISIX | |
| Carillon Reams Unconstrained Bond Fund | Nontraditional Bonds | 44 | 0.79% | — | Sep 2011 | CWSGX vs SUBFX | |
| Carillon Reams Core Plus Bond Fund | Intermediate Core-Plus Bond | 32 | 0.85% | — | Nov 1996 | CWSGX vs SCPZX | |
| Carillon Eagle Growth & Income Fund | Large Cap Value Equities | 66 | 10.11% | — | Dec 1986 | CWSGX vs HRCVX | |
| Chartwell Short Duration High Yield Fund | High Yield Bonds | 97 | 1.50% | — | Jul 2014 | CWSGX vs CWFIX | |
| Chartwell Small Cap Value Fund | Small Cap Value Equities | 39 | 18.18% | — | Mar 2012 | CWSGX vs CWSIX |
Often Compared With CWSGX
Investors most often compare CWSGX with BERCX, HRSCX, AVALX. 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