VLEQX vs. HAGAX
Compare and contrast key facts about Villere Equity Fund (VLEQX) and Carillon Eagle Mid Cap Growth Fund (HAGAX).
VLEQX is managed by Villere. It was launched on May 31, 2013. HAGAX is managed by Carillon Family of Funds. It was launched on Aug 20, 1998.
Performance
VLEQX vs. HAGAX - Performance Comparison
Loading graphics...
VLEQX vs. HAGAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VLEQX Villere Equity Fund | -2.26% | 0.26% | 1.50% | 11.37% | -24.50% | 5.80% | 14.77% | 24.50% | -6.98% | 7.34% |
HAGAX Carillon Eagle Mid Cap Growth Fund | -7.73% | 4.50% | 12.64% | 19.76% | -25.85% | 11.19% | 39.79% | 34.50% | -6.45% | 29.90% |
Returns By Period
In the year-to-date period, VLEQX achieves a -2.26% return, which is significantly higher than HAGAX's -7.73% return. Over the past 10 years, VLEQX has underperformed HAGAX with an annualized return of 3.10%, while HAGAX has yielded a comparatively higher 10.35% annualized return.
VLEQX
- 1D
- -0.09%
- 1M
- -6.66%
- YTD
- -2.26%
- 6M
- -2.53%
- 1Y
- -0.48%
- 3Y*
- 0.50%
- 5Y*
- -3.26%
- 10Y*
- 3.10%
HAGAX
- 1D
- -1.09%
- 1M
- -9.27%
- YTD
- -7.73%
- 6M
- -10.60%
- 1Y
- 6.34%
- 3Y*
- 6.85%
- 5Y*
- 1.65%
- 10Y*
- 10.35%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
VLEQX vs. HAGAX - Expense Ratio Comparison
VLEQX has a 1.22% expense ratio, which is higher than HAGAX's 1.03% expense ratio.
Return for Risk
VLEQX vs. HAGAX — Risk / Return Rank
VLEQX
HAGAX
VLEQX vs. HAGAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Villere Equity Fund (VLEQX) and Carillon Eagle Mid Cap Growth Fund (HAGAX). 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.
| VLEQX | HAGAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.01 | 0.26 | -0.27 |
Sortino ratioReturn per unit of downside risk | 0.10 | 0.54 | -0.44 |
Omega ratioGain probability vs. loss probability | 1.01 | 1.07 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | -0.18 | 0.27 | -0.46 |
Martin ratioReturn relative to average drawdown | -0.62 | 0.97 | -1.60 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| VLEQX | HAGAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.01 | 0.26 | -0.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.17 | 0.08 | -0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.16 | 0.48 | -0.32 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.07 | 0.43 | -0.36 |
Correlation
The correlation between VLEQX and HAGAX is 0.83, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
VLEQX vs. HAGAX - Dividend Comparison
VLEQX's dividend yield for the trailing twelve months is around 0.55%, less than HAGAX's 15.02% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VLEQX Villere Equity Fund | 0.55% | 0.54% | 0.40% | 4.64% | 2.88% | 8.24% | 0.73% | 0.17% | 0.34% | 0.00% | 0.11% | 1.76% |
HAGAX Carillon Eagle Mid Cap Growth Fund | 15.02% | 13.86% | 13.00% | 11.74% | 1.41% | 10.82% | 2.26% | 2.19% | 5.95% | 2.69% | 0.00% | 1.67% |
Drawdowns
VLEQX vs. HAGAX - Drawdown Comparison
The maximum VLEQX drawdown since its inception was -35.60%, smaller than the maximum HAGAX drawdown of -52.32%. Use the drawdown chart below to compare losses from any high point for VLEQX and HAGAX.
Loading graphics...
Drawdown Indicators
| VLEQX | HAGAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.60% | -52.32% | +16.72% |
Max Drawdown (1Y)Largest decline over 1 year | -11.43% | -14.11% | +2.68% |
Max Drawdown (5Y)Largest decline over 5 years | -33.46% | -34.36% | +0.90% |
Max Drawdown (10Y)Largest decline over 10 years | -35.60% | -37.05% | +1.45% |
Current DrawdownCurrent decline from peak | -21.05% | -12.53% | -8.52% |
Average DrawdownAverage peak-to-trough decline | -12.40% | -12.70% | +0.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.36% | 3.97% | -0.61% |
Volatility
VLEQX vs. HAGAX - Volatility Comparison
The current volatility for Villere Equity Fund (VLEQX) is 3.41%, while Carillon Eagle Mid Cap Growth Fund (HAGAX) has a volatility of 6.13%. This indicates that VLEQX experiences smaller price fluctuations and is considered to be less risky than HAGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| VLEQX | HAGAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.41% | 6.13% | -2.72% |
Volatility (6M)Calculated over the trailing 6-month period | 8.30% | 13.13% | -4.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.28% | 23.36% | -7.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.28% | 21.85% | -2.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.24% | 21.76% | -2.52% |