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ASVRX vs CWSIX
ASVRX vs CWSIX Comparison
Open Charts ASVRX vs CWSIX
American Century Small Cap Value R
Price$11.55
Change+$0.20 (+1.76%)
VolumeN/A
CapitalizationN/A
Carillon Chartwell Small Cap Value I
Price$22.86
Change+$0.36 (+1.60%)
VolumeN/A
CapitalizationN/A
ASVRX vs CWSIX Comparison Chart
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ASVRX vs. CWSIX commentary
Nov 23, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is ASVRX is a Buy and CWSIX is a Buy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 5.83B vs. CWSIX (87.4M). CWSIX pays higher dividends than ASVRX: CWSIX (1.04) vs ASVRX (0.47). ASVRX was incepted earlier than CWSIX: ASVRX (15 years) vs CWSIX (13 years). ASVRX is a more actively managed with annual turnover of: 44.00 vs. CWSIX (27.00). CWSIX has a lower initial minimum investment than ASVRX: CWSIX (1000) vs ASVRX (2500). ASVRX (26.93) and CWSIX (26.79) have marching annual gain over last year. ASVRX return over 5 years is better than : 52.26 vs. CWSIX (23.30).
| ASVRX | CWSIX | ASVRX / CWSIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 13 years | - |
| Gain YTD | 12.565 | 16.762 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.83B | 87.4M | 6,668% |
| Annual Yield % from dividends | 0.47 | 1.04 | 45% |
| Returns for 1 year | 26.93 | 26.79 | 101% |
| Returns for 3 years | -1.35 | 3.55 | -38% |
| Returns for 5 years | 52.26 | 23.30 | 224% |
| Returns for 10 years | 18.55 | 43.78 | 42% |
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