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ASVRX vs CWSIX
ASVRX vs CWSIX Comparison
Open Charts ASVRX vs CWSIX
American Century Small Cap Value R
Price$11.34
Change-$0.07 (-0.61%)
VolumeN/A
CapitalizationN/A
Carillon Chartwell Small Cap Value I
Price$22.35
Change-$0.07 (-0.31%)
VolumeN/A
CapitalizationN/A
ASVRX vs CWSIX Comparison Chart
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ASVRX vs. CWSIX commentary
Nov 14, 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: 5.89B vs. CWSIX (87.2M). 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 (26.68) and CWSIX (25.67) have marching annual gain over last year. ASVRX return over 5 years is better than : 50.34 vs. CWSIX (21.38).
| 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 | 12.466 | 15.983 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.89B | 87.2M | 6,759% |
| Annual Yield % from dividends | 0.47 | 1.04 | 45% |
| Returns for 1 year | 26.68 | 25.67 | 104% |
| Returns for 3 years | -2.35 | 1.12 | -211% |
| Returns for 5 years | 50.34 | 21.38 | 235% |
| Returns for 10 years | 19.80 | 44.31 | 45% |
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| CHFGBP | 0.89 | 0.00 | +0.40% |
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