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CWSIX vs VSCAX
CWSIX vs VSCAX Comparison
Open Charts CWSIX vs VSCAX
Carillon Chartwell Small Cap Value I
Price$13.94
Change+$0.05 (+0.36%)
VolumeN/A
Net Assets44.58M
Invesco Small Cap Value A
Price$24.84
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets7.35B
CWSIX vs VSCAX Comparison Chart in %
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CWSIX vs. VSCAX commentary
Nov 20, 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: 7.35B vs. CWSIX (44.6M). CWSIX pays higher dividends than VSCAX: CWSIX (0.97) 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 (1.10). 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 : -3.06 vs. CWSIX (-36.76). VSCAX return over 5 years is better than : 75.36 vs. CWSIX (-14.92).
| CWSIX | VSCAX | CWSIX / VSCAX | |
| Total Expense Ratio | 1.05 | 1.10 | 95% |
| Annual Report Gross Expense Ratio | 1.24 | 1.10 | 113% |
| Fund Existence | 14 years | 26 years | - |
| Gain YTD | -8.013 | 5.657 | -142% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44.6M | 7.35B | 1% |
| Annual Yield % from dividends | 0.97 | 0.32 | 305% |
| Returns for 1 year | -36.76 | -3.06 | 1,200% |
| Returns for 3 years | -25.44 | 30.86 | -82% |
| Returns for 5 years | -14.92 | 75.36 | -20% |
| Returns for 10 years | -5.04 | 34.62 | -15% |
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