HRSCX vs. VB

The year-to-date returns for both stocks are quite close, with HRSCX having a 3.32% return and VB slightly lower at 3.19%. Over the past 10 years, HRSCX has underperformed VB with an annualized return of -9.16%, while VB has yielded a comparatively higher 9.06% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

HRSCX has a 1.06% expense ratio, which is higher than VB's 0.05% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Carillon Eagle Small Cap Growth Fund (HRSCX) and Vanguard Small-Cap ETF (VB). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current HRSCX Sharpe Ratio is -0.20, which is lower than the VB Sharpe Ratio of 1.18. The chart below compares the historical Sharpe Ratios of HRSCX and VB, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

HRSCX has not paid dividends to shareholders, while VB's dividend yield for the trailing twelve months is around 1.26%.

The maximum HRSCX drawdown since its inception was -70.85%, which is greater than VB's maximum drawdown of -59.57%. Use the drawdown chart below to compare losses from any high point for HRSCX and VB. For additional features, visit the drawdowns tool.

Carillon Eagle Small Cap Growth Fund (HRSCX) has a higher volatility of 5.04% compared to Vanguard Small-Cap ETF (VB) at 3.77%. This indicates that HRSCX's price experiences larger fluctuations and is considered to be riskier than VB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.