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CWSIX vs VISVX
CWSIX vs VISVX Comparison
Open Charts CWSIX vs VISVX
Carillon Chartwell Small Cap Value I
Price$15.30
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets77.77M
Vanguard Small Cap Value Index I
Price$49.53
Change+$0.06 (+0.12%)
VolumeN/A
Net Assets58.32B
CWSIX vs VISVX Comparison Chart
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CWSIX vs. VISVX commentary
Jan 24, 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 Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 58.3B vs. CWSIX (77.8M). VISVX pays higher dividends than CWSIX: VISVX (1.90) vs CWSIX (1.04). CWSIX was incepted earlier than VISVX: CWSIX (13 years) vs VISVX (27 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 : 17.36 vs. CWSIX (-18.23). VISVX return over 5 years is better than : 54.31 vs. CWSIX (-15.25).
| CWSIX | VISVX | CWSIX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 27 years | - |
| Gain YTD | 1.457 | 4.060 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 77.8M | 58.3B | 0% |
| Annual Yield % from dividends | 1.04 | 1.90 | 55% |
| Returns for 1 year | -18.23 | 17.36 | -105% |
| Returns for 3 years | -18.07 | 24.14 | -75% |
| Returns for 5 years | -15.25 | 54.31 | -28% |
| Returns for 10 years | 2.81 | 106.95 | 3% |
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