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CWSIX vs DFSVX
CWSIX vs DFSVX Comparison
Open Charts CWSIX vs DFSVX
Carillon Chartwell Small Cap Value I
Price$21.29
Change+$0.03 (+0.14%)
VolumeN/A
CapitalizationN/A
DFA US Small Cap Value I
Price$48.33
Change+$0.14 (+0.29%)
VolumeN/A
CapitalizationN/A
CWSIX vs DFSVX Comparison Chart
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CWSIX vs. DFSVX 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 DFSVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.3B vs. CWSIX (82.4M). 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). CWSIX annual gain was more profitable for investors over the last year : 10.54 vs. DFSVX (8.81). DFSVX return over 5 years is better than : 46.64 vs. CWSIX (11.80).
| 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 | 10.483 | 9.171 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 82.4M | 16.3B | 1% |
| Annual Yield % from dividends | 1.04 | 1.44 | 73% |
| Returns for 1 year | 10.54 | 8.81 | 120% |
| Returns for 3 years | 9.93 | 16.52 | 60% |
| Returns for 5 years | 11.80 | 46.64 | 25% |
| Returns for 10 years | 37.13 | 44.42 | 84% |
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