CWSIX
Price
$14.39
Change
+$0.08 (+0.56%)
Updated
Jul 3 closing price
Net Assets
60.88M
VISVX
Price
$48.37
Change
+$0.24 (+0.50%)
Updated
Jul 3 closing price
Net Assets
54.02B
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CWSIX vs VISVX

Header iconCWSIX vs VISVX Comparison
Open Charts CWSIX vs VISVXBanner chart's image
Carillon Chartwell Small Cap Value I
Price$14.39
Change+$0.08 (+0.56%)
VolumeN/A
Net Assets60.88M
Vanguard Small Cap Value Index I
Price$48.37
Change+$0.24 (+0.50%)
VolumeN/A
Net Assets54.02B
CWSIX vs VISVX Comparison Chart in %
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CWSIX vs. VISVX commentary
Jul 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.

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FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 54B vs. CWSIX (60.9M). 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 : 11.09 vs. CWSIX (-25.00). VISVX return over 5 years is better than : 93.04 vs. CWSIX (6.07).
CWSIXVISVXCWSIX / VISVX
Total Expense Ratio1.050.19553%
Annual Report Gross Expense Ratio1.240.19653%
Fund Existence13 years27 years-
Gain YTD-5.2321.518-345%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets60.9M54B0%
Annual Yield % from dividends1.001.9950%
Returns for 1 year-25.0011.09-225%
Returns for 3 years-14.8534.10-44%
Returns for 5 years6.0793.047%
Returns for 10 years-4.0395.14-4%
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