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CWSIX vs VISVX
CWSIX vs VISVX Comparison
Open Charts CWSIX vs VISVX
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.
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).
| CWSIX | VISVX | CWSIX / VISVX | |
| Total Expense Ratio | 1.05 | 0.19 | 553% |
| Annual Report Gross Expense Ratio | 1.24 | 0.19 | 653% |
| Fund Existence | 13 years | 27 years | - |
| Gain YTD | -6.358 | 2.341 | -272% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59.8M | 55.6B | 0% |
| Annual Yield % from dividends | 1.00 | 1.99 | 50% |
| Returns for 1 year | -31.42 | 5.00 | -629% |
| Returns for 3 years | -17.64 | 30.32 | -58% |
| Returns for 5 years | 1.12 | 87.81 | 1% |
| Returns for 10 years | -2.52 | 101.32 | -2% |