CWSIX
Price
$14.23
Change
+$0.09 (+0.64%)
Updated
Jul 25 closing price
Net Assets
59.76M
VISVX
Price
$48.77
Change
+$0.25 (+0.52%)
Updated
Jul 25 closing price
Net Assets
55.61B
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CWSIX vs VISVX

Header iconCWSIX vs VISVX Comparison
Open Charts CWSIX vs VISVXBanner chart's image
Carillon Chartwell Small Cap Value I
Price$14.23
Change+$0.09 (+0.64%)
VolumeN/A
Net Assets59.76M
Vanguard Small Cap Value Index I
Price$48.77
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets55.61B
CWSIX vs VISVX Comparison Chart in %
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CWSIX vs. VISVX 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 VISVX is a Buy.

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FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 55.6B vs. CWSIX (59.8M). VISVX pays higher dividends than CWSIX: VISVX (1.99) vs CWSIX (1.00). CWSIX was incepted earlier than VISVX: CWSIX (13 years) vs VISVX (27 years). CWSIX (1.24) is less costly to investors than VISVX (0.19). CWSIX is a more actively managed with annual turnover of: 44.00 vs. VISVX (16.00). CWSIX has a lower initial minimum investment than VISVX: CWSIX (1000) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : 5.00 vs. CWSIX (-31.42). VISVX return over 5 years is better than : 87.81 vs. CWSIX (1.12).
CWSIXVISVXCWSIX / VISVX
Total Expense Ratio1.050.19553%
Annual Report Gross Expense Ratio1.240.19653%
Fund Existence13 years27 years-
Gain YTD-6.3582.341-272%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets59.8M55.6B0%
Annual Yield % from dividends1.001.9950%
Returns for 1 year-31.425.00-629%
Returns for 3 years-17.6430.32-58%
Returns for 5 years1.1287.811%
Returns for 10 years-2.52101.32-2%
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