Interact to see
Advertisement
Advertisement
CWSIX vs VISVX
CWSIX vs VISVX Comparison
Open Charts CWSIX vs VISVX
Carillon Chartwell Small Cap Value I
Price$13.73
Change-$0.07 (-0.51%)
VolumeN/A
Net Assets58.89M
Vanguard Small Cap Value Index I
Price$46.14
Change-$0.04 (-0.09%)
VolumeN/A
Net Assets54.02B
CWSIX vs VISVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CWSIX vs. VISVX commentary
Jun 13, 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 Buy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 54B vs. CWSIX (58.9M). VISVX pays higher dividends than CWSIX: VISVX (2.11) vs CWSIX (1.02). 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 : 4.80 vs. CWSIX (-27.45). VISVX return over 5 years is better than : 83.54 vs. CWSIX (1.71).
| 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 | -8.609 | -2.709 | 318% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 58.9M | 54B | 0% |
| Annual Yield % from dividends | 1.02 | 2.11 | 48% |
| Returns for 1 year | -27.45 | 4.80 | -572% |
| Returns for 3 years | -17.41 | 27.77 | -63% |
| Returns for 5 years | 1.71 | 83.54 | 2% |
| Returns for 10 years | -7.85 | 84.16 | -9% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement