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ASVRX vs CWSIX
ASVRX vs CWSIX Comparison
Open Charts ASVRX vs CWSIX
American Century Small Cap Value R
Price$9.90
Change-$0.12 (-1.20%)
VolumeN/A
Net Assets4.58B
Carillon Chartwell Small Cap Value I
Price$14.40
Change-$0.17 (-1.17%)
VolumeN/A
Net Assets60.24M
ASVRX vs CWSIX Comparison Chart in %
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ASVRX vs. CWSIX commentary
Aug 18, 2025
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 StrongBuy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.58B vs. CWSIX (60.2M). CWSIX pays higher dividends than ASVRX: CWSIX (0.99) vs ASVRX (0.41). ASVRX was incepted earlier than CWSIX: ASVRX (15 years) vs CWSIX (13 years). ASVRX (1.59) is less costly to investors than CWSIX (1.24). CWSIX is a more actively managed with annual turnover of: 44.00 vs. ASVRX (39.00). CWSIX has a lower initial minimum investment than ASVRX: CWSIX (1000) vs ASVRX (2500). ASVRX annual gain was more profitable for investors over the last year : -4.70 vs. CWSIX (-28.08). ASVRX return over 5 years is better than : 48.52 vs. CWSIX (-3.13).
| ASVRX | CWSIX | ASVRX / CWSIX | |
| Total Expense Ratio | 1.59 | 1.05 | 151% |
| Annual Report Gross Expense Ratio | 1.59 | 1.24 | 128% |
| Fund Existence | 15 years | 13 years | - |
| Gain YTD | -2.259 | -4.636 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.58B | 60.2M | 7,610% |
| Annual Yield % from dividends | 0.41 | 0.99 | 41% |
| Returns for 1 year | -4.70 | -28.08 | 17% |
| Returns for 3 years | -1.43 | -23.03 | 6% |
| Returns for 5 years | 48.52 | -3.13 | -1,552% |
| Returns for 10 years | 12.92 | -2.43 | -531% |
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