CWSIX
Price
$22.35
Change
-$0.07 (-0.31%)
Updated
Nov 13 closing price
DFFVX
Price
$36.35
Change
-$0.19 (-0.52%)
Updated
Nov 13 closing price
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CWSIX vs DFFVX

Header iconCWSIX vs DFFVX Comparison
Open Charts CWSIX vs DFFVXBanner chart's image
Carillon Chartwell Small Cap Value I
Price$22.35
Change-$0.07 (-0.31%)
VolumeN/A
CapitalizationN/A
DFA US Targeted Value I
Price$36.35
Change-$0.19 (-0.52%)
VolumeN/A
CapitalizationN/A
CWSIX vs DFFVX Comparison Chart
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CWSIX vs. DFFVX 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 CWSIX is a Buy and DFFVX is a Buy.

FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 14.4B vs. CWSIX (87.2M). 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 : 28.33 vs. CWSIX (25.67). DFFVX return over 5 years is better than : 64.36 vs. CWSIX (21.38).
CWSIXDFFVXCWSIX / DFFVX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence13 years25 years-
Gain YTD15.98315.260105%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets87.2M14.4B1%
Annual Yield % from dividends1.041.3776%
Returns for 1 year25.6728.3391%
Returns for 3 years1.1212.029%
Returns for 5 years21.3864.3633%
Returns for 10 years44.3164.6769%
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