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CWSIX vs DFFVX
CWSIX vs DFFVX Comparison
Open Charts CWSIX vs DFFVX
Carillon Chartwell Small Cap Value I
Price$14.64
Change-$0.27 (-1.81%)
VolumeN/A
Net Assets71.27M
DFA US Targeted Value I
Price$34.10
Change-$0.82 (-2.35%)
VolumeN/A
Net Assets13.16B
CWSIX vs DFFVX Comparison Chart
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CWSIX vs. DFFVX 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 CWSIX is a Hold and DFFVX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.2B vs. CWSIX (71.3M). 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 : 10.28 vs. CWSIX (-23.24). DFFVX return over 5 years is better than : 59.88 vs. CWSIX (-17.83).
| 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 | -3.046 | -0.786 | 388% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 71.3M | 13.2B | 1% |
| Annual Yield % from dividends | 1.04 | 1.37 | 76% |
| Returns for 1 year | -23.24 | 10.28 | -226% |
| Returns for 3 years | -21.58 | 20.19 | -107% |
| Returns for 5 years | -17.83 | 59.88 | -30% |
| Returns for 10 years | -3.46 | 57.95 | -6% |
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