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CWSIX vs DFSVX
CWSIX vs DFSVX Comparison
Open Charts CWSIX vs DFSVX
Carillon Chartwell Small Cap Value I
Price$14.64
Change-$0.27 (-1.81%)
VolumeN/A
Net Assets71.27M
DFA US Small Cap Value I
Price$47.76
Change-$1.14 (-2.33%)
VolumeN/A
Net Assets15.87B
CWSIX vs DFSVX Comparison Chart
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CWSIX vs. DFSVX 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 DFSVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.9B vs. CWSIX (71.3M). DFSVX pays higher dividends than CWSIX: DFSVX (1.44) vs CWSIX (1.04). CWSIX was incepted earlier than DFSVX: CWSIX (13 years) vs DFSVX (32 years). CWSIX is a more actively managed with annual turnover of: 27.00 vs. DFSVX (25.00). DFSVX has a lower initial minimum investment than CWSIX: DFSVX (0) vs CWSIX (1000). DFSVX annual gain was more profitable for investors over the last year : 9.32 vs. CWSIX (-23.24). DFSVX return over 5 years is better than : 52.23 vs. CWSIX (-17.83).
| CWSIX | DFSVX | CWSIX / DFSVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 32 years | - |
| Gain YTD | -3.046 | -1.546 | 197% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 71.3M | 15.9B | 0% |
| Annual Yield % from dividends | 1.04 | 1.44 | 73% |
| Returns for 1 year | -23.24 | 9.32 | -249% |
| Returns for 3 years | -21.58 | 17.14 | -126% |
| Returns for 5 years | -17.83 | 52.23 | -34% |
| Returns for 10 years | -3.46 | 41.91 | -8% |
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