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CWSIX vs DFFVX
CWSIX vs DFFVX Comparison
Open Charts CWSIX vs DFFVX
Carillon Chartwell Small Cap Value I
Price$20.79
Change-$0.24 (-1.14%)
VolumeN/A
CapitalizationN/A
DFA US Targeted Value I
Price$34.03
Change-$0.45 (-1.31%)
VolumeN/A
CapitalizationN/A
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CWSIX vs DFFVX Comparison Chart
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CWSIX vs. DFFVX commentary
Sep 21, 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 CWSIX is a StrongBuy and DFFVX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.8B vs. CWSIX (83.6M). DFFVX pays higher dividends than CWSIX: DFFVX (1.37) vs CWSIX (1.04). CWSIX was incepted earlier than DFFVX: CWSIX (13 years) vs DFFVX (25 years). CWSIX is a more actively managed with annual turnover of: 27.00 vs. DFFVX (20.00). DFFVX has a lower initial minimum investment than CWSIX: DFFVX (0) vs CWSIX (1000). DFFVX annual gain was more profitable for investors over the last year : 19.37 vs. CWSIX (16.14). DFFVX return over 5 years is better than : 58.07 vs. CWSIX (16.09).
| CWSIX | DFFVX | CWSIX / DFFVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 25 years | - |
| Gain YTD | 6.954 | 6.598 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 83.6M | 13.8B | 1% |
| Annual Yield % from dividends | 1.04 | 1.37 | 76% |
| Returns for 1 year | 16.14 | 19.37 | 83% |
| Returns for 3 years | 2.66 | 16.04 | 17% |
| Returns for 5 years | 16.09 | 58.07 | 28% |
| Returns for 10 years | 38.88 | 50.68 | 77% |
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