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CWSIX vs DFFVX
CWSIX vs DFFVX Comparison
Open Charts CWSIX vs DFFVX
Carillon Chartwell Small Cap Value I
Price$21.29
Change+$0.03 (+0.14%)
VolumeN/A
CapitalizationN/A
DFA US Targeted Value I
Price$34.29
Change+$0.09 (+0.26%)
VolumeN/A
CapitalizationN/A
CWSIX vs DFFVX Comparison Chart
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CWSIX vs. DFFVX commentary
Dec 25, 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 StrongSell and DFFVX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.5B vs. CWSIX (82.4M). 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). CWSIX annual gain was more profitable for investors over the last year : 10.54 vs. DFFVX (8.75). DFFVX return over 5 years is better than : 54.40 vs. CWSIX (11.80).
| 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 | 10.483 | 9.088 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 82.4M | 13.5B | 1% |
| Annual Yield % from dividends | 1.04 | 1.37 | 76% |
| Returns for 1 year | 10.54 | 8.75 | 120% |
| Returns for 3 years | 9.93 | 18.99 | 52% |
| Returns for 5 years | 11.80 | 54.40 | 22% |
| Returns for 10 years | 37.13 | 62.47 | 59% |
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