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CWSIX vs VSCAX
CWSIX vs VSCAX Comparison
Open Charts CWSIX vs VSCAX
Carillon Chartwell Small Cap Value I
Price$15.04
Change-$0.08 (-0.53%)
VolumeN/A
Net Assets61.5M
Invesco Small Cap Value A
Price$25.30
Change+$0.15 (+0.60%)
VolumeN/A
Net Assets7.33B
CWSIX vs VSCAX Comparison Chart in %
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CWSIX vs. VSCAX commentary
Sep 09, 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 VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.33B vs. CWSIX (61.5M). CWSIX pays higher dividends than VSCAX: CWSIX (0.95) vs VSCAX (0.32). 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 : 12.12 vs. CWSIX (-23.56). VSCAX return over 5 years is better than : 116.87 vs. CWSIX (5.65).
| 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 | -0.397 | 7.614 | -5% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 61.5M | 7.33B | 1% |
| Annual Yield % from dividends | 0.95 | 0.32 | 292% |
| Returns for 1 year | -23.56 | 12.12 | -194% |
| Returns for 3 years | -13.97 | 46.81 | -30% |
| Returns for 5 years | 5.65 | 116.87 | 5% |
| Returns for 10 years | 8.34 | 36.89 | 23% |
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