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CWSIX vs DFSVX
CWSIX vs DFSVX Comparison
Open Charts CWSIX vs DFSVX
Carillon Chartwell Small Cap Value I
Price$22.35
Change-$0.07 (-0.31%)
VolumeN/A
CapitalizationN/A
DFA US Small Cap Value I
Price$51.60
Change-$0.25 (-0.48%)
VolumeN/A
CapitalizationN/A
CWSIX vs DFSVX Comparison Chart
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CWSIX vs. DFSVX commentary
Nov 14, 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: 17.8B vs. CWSIX (87.2M). 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 : 27.22 vs. CWSIX (25.67). DFSVX return over 5 years is better than : 59.09 vs. CWSIX (21.38).
| 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 | 15.983 | 16.139 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 87.2M | 17.8B | 0% |
| Annual Yield % from dividends | 1.04 | 1.44 | 73% |
| Returns for 1 year | 25.67 | 27.22 | 94% |
| Returns for 3 years | 1.12 | 8.63 | 13% |
| Returns for 5 years | 21.38 | 59.09 | 36% |
| Returns for 10 years | 44.31 | 49.88 | 89% |
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