Ad is loading...
CWSIX vs VISVX
CWSIX vs VISVX Comparison
Open Charts CWSIX vs VISVX
Carillon Chartwell Small Cap Value I
Price$12.75
Change-$1.04 (-7.54%)
VolumeN/A
Net Assets64.77M
Vanguard Small Cap Value Index I
Price$42.44
Change-$3.06 (-6.73%)
VolumeN/A
Net Assets57.63B
CWSIX vs VISVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CWSIX vs. VISVX commentary
Apr 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 Hold and VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 57.6B vs. CWSIX (64.8M). VISVX pays higher dividends than CWSIX: VISVX (2.14) vs CWSIX (1.01). 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: 27.00 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 : 1.29 vs. CWSIX (-28.51). VISVX return over 5 years is better than : 137.90 vs. CWSIX (25.66).
| 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 | -8.675 | -4.142 | 209% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 64.8M | 57.6B | 0% |
| Annual Yield % from dividends | 1.01 | 2.14 | 47% |
| Returns for 1 year | -28.51 | 1.29 | -2,210% |
| Returns for 3 years | -26.90 | 9.10 | -296% |
| Returns for 5 years | 25.66 | 137.90 | 19% |
| Returns for 10 years | -10.67 | 79.80 | -13% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| CRYPTO / NAME | Price $ | Chg $ | Chg % |
| EDU.X | 0.104160 | 0.002650 | +2.61% |
| Open Campus cryptocurrency | |||
| CAKE.X | 1.822078 | 0.014863 | +0.82% |
| PancakeSwap cryptocurrency | |||
| MASK.X | 1.205037 | -0.001188 | -0.10% |
| Mask Network cryptocurrency | |||
| FIRO.X | 0.846493 | -0.017618 | -2.04% |
| Firo cryptocurrency | |||
| NU.X | 0.045722 | -0.003665 | -7.42% |
| NuCypher cryptocurrency | |||