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CWSIX vs VSCAX
CWSIX vs VSCAX Comparison
Open Charts CWSIX vs VSCAX
Carillon Chartwell Small Cap Value I
Price$14.69
Change+$0.17 (+1.17%)
VolumeN/A
Net Assets57.2M
Invesco Small Cap Value A
Price$25.84
Change+$0.29 (+1.14%)
VolumeN/A
Net Assets7.46B
CWSIX vs VSCAX Comparison Chart in %
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CWSIX vs. VSCAX commentary
Sep 29, 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 VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.46B vs. CWSIX (57.2M). CWSIX pays higher dividends than VSCAX: CWSIX (0.95) vs VSCAX (0.32). CWSIX was incepted earlier than VSCAX: CWSIX (14 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 : 6.52 vs. CWSIX (-28.44). VSCAX return over 5 years is better than : 140.21 vs. CWSIX (9.20).
| CWSIX | VSCAX | CWSIX / VSCAX | |
| Total Expense Ratio | 1.05 | 1.12 | 94% |
| Annual Report Gross Expense Ratio | 1.24 | 1.12 | 111% |
| Fund Existence | 14 years | 26 years | - |
| Gain YTD | -2.715 | 9.911 | -27% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 57.2M | 7.46B | 1% |
| Annual Yield % from dividends | 0.95 | 0.32 | 292% |
| Returns for 1 year | -28.44 | 6.52 | -436% |
| Returns for 3 years | -7.92 | 64.57 | -12% |
| Returns for 5 years | 9.20 | 140.21 | 7% |
| Returns for 10 years | 9.00 | 51.04 | 18% |
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