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CWSIX vs VSCAX
CWSIX vs VSCAX Comparison
Open Charts CWSIX vs VSCAX
Carillon Chartwell Small Cap Value I
Price$14.40
Change-$0.17 (-1.17%)
VolumeN/A
Net Assets60.24M
Invesco Small Cap Value A
Price$24.37
Change-$0.23 (-0.93%)
VolumeN/A
Net Assets7.03B
CWSIX vs VSCAX Comparison Chart in %
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CWSIX vs. VSCAX commentary
Aug 18, 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 StrongBuy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.03B vs. CWSIX (60.2M). CWSIX pays higher dividends than VSCAX: CWSIX (0.99) vs VSCAX (0.34). CWSIX was incepted earlier than VSCAX: CWSIX (13 years) vs VSCAX (26 years). CWSIX (1.24) is less costly to investors than VSCAX (1.12). VSCAX is a more actively managed with annual turnover of: 52.00 vs. CWSIX (44.00). CWSIX (1000) and VSCAX (1000) have matching initial minimum investment requirements. VSCAX annual gain was more profitable for investors over the last year : 6.49 vs. CWSIX (-28.08). VSCAX return over 5 years is better than : 105.42 vs. CWSIX (-3.13).
| CWSIX | VSCAX | CWSIX / VSCAX | |
| Total Expense Ratio | 1.05 | 1.12 | 94% |
| Annual Report Gross Expense Ratio | 1.24 | 1.12 | 111% |
| Fund Existence | 13 years | 26 years | - |
| Gain YTD | -4.636 | 3.658 | -127% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 60.2M | 7.03B | 1% |
| Annual Yield % from dividends | 0.99 | 0.34 | 293% |
| Returns for 1 year | -28.08 | 6.49 | -432% |
| Returns for 3 years | -23.03 | 30.98 | -74% |
| Returns for 5 years | -3.13 | 105.42 | -3% |
| Returns for 10 years | -2.43 | 26.84 | -9% |