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CWSIX vs VSIAX
CWSIX vs VSIAX Comparison
Open Charts CWSIX vs VSIAX
Carillon Chartwell Small Cap Value I
Price$22.35
Change-$0.07 (-0.31%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$90.36
Change-$0.37 (-0.41%)
VolumeN/A
CapitalizationN/A
CWSIX vs VSIAX Comparison Chart
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CWSIX vs. VSIAX commentary
Nov 14, 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 (87.2M). 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 : 29.94 vs. CWSIX (25.67). VSIAX return over 5 years is better than : 59.96 vs. CWSIX (21.38).
| 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 | 15.983 | 17.342 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 87.2M | 57.6B | 0% |
| Annual Yield % from dividends | 1.04 | 2.01 | 52% |
| Returns for 1 year | 25.67 | 29.94 | 86% |
| Returns for 3 years | 1.12 | 15.20 | 7% |
| Returns for 5 years | 21.38 | 59.96 | 36% |
| Returns for 10 years | 44.31 | 112.55 | 39% |
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