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CWSIX vs VSIAX
CWSIX vs VSIAX Comparison
Open Charts CWSIX vs VSIAX
Carillon Chartwell Small Cap Value I
Price$20.79
Change-$0.24 (-1.14%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$85.86
Change-$0.74 (-0.85%)
VolumeN/A
CapitalizationN/A
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CWSIX vs VSIAX Comparison Chart
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CWSIX vs. VSIAX commentary
Sep 21, 2024
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 VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.3B vs. CWSIX (83.6M). VSIAX pays higher dividends than CWSIX: VSIAX (2.01) vs CWSIX (1.04). CWSIX was incepted earlier than VSIAX: CWSIX (13 years) vs VSIAX (13 years). CWSIX is a more actively managed with annual turnover of: 27.00 vs. VSIAX (16.00). CWSIX has a lower initial minimum investment than VSIAX: CWSIX (1000) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : 21.77 vs. CWSIX (16.14). VSIAX return over 5 years is better than : 55.85 vs. CWSIX (16.09).
| CWSIX | VSIAX | CWSIX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 13 years | - |
| Gain YTD | 6.954 | 10.460 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 83.6M | 57.3B | 0% |
| Annual Yield % from dividends | 1.04 | 2.01 | 52% |
| Returns for 1 year | 16.14 | 21.77 | 74% |
| Returns for 3 years | 2.66 | 17.82 | 15% |
| Returns for 5 years | 16.09 | 55.85 | 29% |
| Returns for 10 years | 38.88 | 102.73 | 38% |