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CWSIX vs DFFVX
CWSIX vs DFFVX Comparison
Open Charts CWSIX vs DFFVX
Carillon Chartwell Small Cap Value I
Price$22.50
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
DFA US Targeted Value I
Price$36.48
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
CWSIX vs DFFVX Comparison Chart
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CWSIX vs. DFFVX commentary
Nov 23, 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: 14.1B vs. CWSIX (85.9M). 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 : 28.79 vs. CWSIX (26.79). DFFVX return over 5 years is better than : 67.49 vs. CWSIX (23.30).
| 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 | 16.762 | 15.672 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 85.9M | 14.1B | 1% |
| Annual Yield % from dividends | 1.04 | 1.37 | 76% |
| Returns for 1 year | 26.79 | 28.79 | 93% |
| Returns for 3 years | 3.55 | 14.22 | 25% |
| Returns for 5 years | 23.30 | 67.49 | 35% |
| Returns for 10 years | 43.78 | 63.22 | 69% |
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