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CWSIX vs VISVX
CWSIX vs VISVX Comparison
Open Charts CWSIX vs VISVX
Carillon Chartwell Small Cap Value I
Price$13.21
Change+$0.32 (+2.48%)
VolumeN/A
Net Assets56.2M
Vanguard Small Cap Value Index I
Price$44.16
Change+$0.90 (+2.08%)
VolumeN/A
Net Assets53.62B
CWSIX vs VISVX Comparison Chart
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CWSIX vs. VISVX commentary
May 04, 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: 53.6B vs. CWSIX (56.2M). VISVX pays higher dividends than CWSIX: VISVX (2.21) vs CWSIX (1.05). CWSIX was incepted earlier than VISVX: CWSIX (13 years) vs VISVX (27 years). CWSIX (1.26) 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 : -0.68 vs. CWSIX (-31.88). VISVX return over 5 years is better than : 90.35 vs. CWSIX (0.60).
| CWSIX | VISVX | CWSIX / VISVX | |
| Total Expense Ratio | 1.05 | 0.19 | 553% |
| Annual Report Gross Expense Ratio | 1.26 | 0.19 | 663% |
| Fund Existence | 13 years | 27 years | - |
| Gain YTD | -14.636 | -8.861 | 165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 56.2M | 53.6B | 0% |
| Annual Yield % from dividends | 1.05 | 2.21 | 48% |
| Returns for 1 year | -31.88 | -0.68 | 4,655% |
| Returns for 3 years | -28.28 | 8.96 | -316% |
| Returns for 5 years | 0.60 | 90.35 | 1% |
| Returns for 10 years | -12.94 | 75.05 | -17% |
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