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CWSIX vs VSIAX
CWSIX vs VSIAX Comparison
Open Charts CWSIX vs VSIAX
Carillon Chartwell Small Cap Value I
Price$21.29
Change+$0.03 (+0.14%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$85.40
Change-$0.35 (-0.41%)
VolumeN/A
CapitalizationN/A
CWSIX vs VSIAX Comparison Chart
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CWSIX vs. VSIAX commentary
Dec 25, 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 StrongSell and VSIAX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 63B vs. CWSIX (82.4M). 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 : 11.42 vs. CWSIX (10.54). VSIAX return over 5 years is better than : 48.54 vs. CWSIX (11.80).
| 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 | 10.483 | 11.511 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 82.4M | 63B | 0% |
| Annual Yield % from dividends | 1.04 | 2.01 | 52% |
| Returns for 1 year | 10.54 | 11.42 | 92% |
| Returns for 3 years | 9.93 | 14.75 | 67% |
| Returns for 5 years | 11.80 | 48.54 | 24% |
| Returns for 10 years | 37.13 | 96.09 | 39% |
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