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CWSIX vs DFSVX
CWSIX vs DFSVX Comparison
Open Charts CWSIX vs DFSVX
Carillon Chartwell Small Cap Value I
Price$14.23
Change+$0.09 (+0.64%)
VolumeN/A
Net Assets59.76M
DFA US Small Cap Value I
Price$48.52
Change+$0.23 (+0.48%)
VolumeN/A
Net Assets16.03B
CWSIX vs DFSVX Comparison Chart in %
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CWSIX vs. DFSVX commentary
Jul 27, 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 Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16B vs. CWSIX (59.8M). DFSVX pays higher dividends than CWSIX: DFSVX (1.67) vs CWSIX (1.00). CWSIX was incepted earlier than DFSVX: CWSIX (13 years) vs DFSVX (32 years). CWSIX (1.24) is less costly to investors than DFSVX (0.31). CWSIX is a more actively managed with annual turnover of: 44.00 vs. DFSVX (12.00). 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 : 0.60 vs. CWSIX (-31.42). DFSVX return over 5 years is better than : 94.25 vs. CWSIX (1.12).
| CWSIX | DFSVX | CWSIX / DFSVX | |
| Total Expense Ratio | 1.05 | 0.31 | 339% |
| Annual Report Gross Expense Ratio | 1.24 | 0.31 | 400% |
| Fund Existence | 13 years | 32 years | - |
| Gain YTD | -6.358 | 0.901 | -706% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59.8M | 16B | 0% |
| Annual Yield % from dividends | 1.00 | 1.67 | 60% |
| Returns for 1 year | -31.42 | 0.60 | -5,265% |
| Returns for 3 years | -17.64 | 27.09 | -65% |
| Returns for 5 years | 1.12 | 94.25 | 1% |
| Returns for 10 years | -2.52 | 50.73 | -5% |
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