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CWSIX vs VISVX
CWSIX vs VISVX Comparison
Open Charts CWSIX vs VISVX
Carillon Chartwell Small Cap Value I
Price$20.79
Change-$0.24 (-1.14%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.91
Change-$0.41 (-0.85%)
VolumeN/A
CapitalizationN/A
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CWSIX vs VISVX Comparison Chart
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CWSIX vs. VISVX commentary
Sep 21, 2024
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 StrongBuy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 57.3B vs. CWSIX (83.6M). VISVX pays higher dividends than CWSIX: VISVX (1.90) vs CWSIX (1.04). CWSIX was incepted earlier than VISVX: CWSIX (13 years) vs VISVX (26 years). 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 : 25.80 vs. CWSIX (16.14). VISVX return over 5 years is better than : 56.98 vs. CWSIX (16.09).
| CWSIX | VISVX | CWSIX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 26 years | - |
| Gain YTD | 6.954 | 11.310 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 83.6M | 57.3B | 0% |
| Annual Yield % from dividends | 1.04 | 1.90 | 55% |
| Returns for 1 year | 16.14 | 25.80 | 63% |
| Returns for 3 years | 2.66 | 21.42 | 12% |
| Returns for 5 years | 16.09 | 56.98 | 28% |
| Returns for 10 years | 38.88 | 108.54 | 36% |
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