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ASVRX vs CWSIX
ASVRX vs CWSIX Comparison
Open Charts ASVRX vs CWSIX
American Century Small Cap Value R
Price$10.10
Change-$0.24 (-2.32%)
VolumeN/A
Net Assets5.13B
Carillon Chartwell Small Cap Value I
Price$14.64
Change-$0.27 (-1.81%)
VolumeN/A
Net Assets71.27M
ASVRX vs CWSIX Comparison Chart
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ASVRX vs. CWSIX commentary
Feb 23, 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 Hold and CWSIX is a Hold.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 5.14B vs. CWSIX (71.3M). 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 annual gain was more profitable for investors over the last year : 1.86 vs. CWSIX (-23.24). ASVRX return over 5 years is better than : 35.21 vs. CWSIX (-17.83).
| 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 | -0.394 | -3.046 | 13% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.14B | 71.3M | 7,202% |
| Annual Yield % from dividends | 0.47 | 1.04 | 45% |
| Returns for 1 year | 1.86 | -23.24 | -8% |
| Returns for 3 years | 0.54 | -21.58 | -3% |
| Returns for 5 years | 35.21 | -17.83 | -197% |
| Returns for 10 years | 14.19 | -3.46 | -410% |
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