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CWSIX
Price
$22.50
Change
-$0.00 (-0.00%)
Updated
Nov 21 closing price
DFSVX
Price
$51.68
Change
-$0.00 (-0.00%)
Updated
Nov 21 closing price
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CWSIX vs DFSVX

Header iconCWSIX vs DFSVX Comparison
Open Charts CWSIX vs DFSVXBanner chart's image
Carillon Chartwell Small Cap Value I
Price$22.50
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
DFA US Small Cap Value I
Price$51.68
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
CWSIX vs DFSVX Comparison Chart
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VS
CWSIX vs. DFSVX commentary
Nov 23, 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 Buy and DFSVX is a Buy.

FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.5B vs. CWSIX (85.9M). 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 (27.42) and CWSIX (26.79) have marching annual gain over last year. DFSVX return over 5 years is better than : 61.43 vs. CWSIX (23.30).
CWSIXDFSVXCWSIX / DFSVX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence13 years32 years-
Gain YTD16.76216.319103%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets85.9M17.5B0%
Annual Yield % from dividends1.041.4473%
Returns for 1 year26.7927.4298%
Returns for 3 years3.5510.5734%
Returns for 5 years23.3061.4338%
Returns for 10 years43.7848.1491%
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