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CWSIX vs VSIAX
CWSIX vs VSIAX Comparison
Open Charts CWSIX vs VSIAX
Carillon Chartwell Small Cap Value I
Price$22.50
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$90.70
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
CWSIX vs VSIAX Comparison Chart
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CWSIX vs. VSIAX commentary
Nov 23, 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 Buy and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.6B vs. CWSIX (85.9M). 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 : 30.11 vs. CWSIX (26.79). VSIAX return over 5 years is better than : 62.31 vs. CWSIX (23.30).
| 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 | 16.762 | 17.784 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 85.9M | 57.6B | 0% |
| Annual Yield % from dividends | 1.04 | 2.01 | 52% |
| Returns for 1 year | 26.79 | 30.11 | 89% |
| Returns for 3 years | 3.55 | 16.99 | 21% |
| Returns for 5 years | 23.30 | 62.31 | 37% |
| Returns for 10 years | 43.78 | 110.46 | 40% |
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