Ad is loading...
CWSIX vs VSIIX
CWSIX vs VSIIX Comparison
Open Charts CWSIX vs VSIIX
Carillon Chartwell Small Cap Value I
Price$22.35
Change-$0.07 (-0.31%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$50.51
Change-$0.21 (-0.41%)
VolumeN/A
CapitalizationN/A
CWSIX vs VSIIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CWSIX vs. VSIIX 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 VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 57.6B vs. CWSIX (87.2M). VSIIX pays higher dividends than CWSIX: VSIIX (2.02) vs CWSIX (1.04). CWSIX was incepted earlier than VSIIX: CWSIX (13 years) vs VSIIX (25 years). CWSIX is a more actively managed with annual turnover of: 27.00 vs. VSIIX (16.00). CWSIX has a lower initial minimum investment than VSIIX: CWSIX (1000) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 29.93 vs. CWSIX (25.67). VSIIX return over 5 years is better than : 60.02 vs. CWSIX (21.38).
| CWSIX | VSIIX | CWSIX / VSIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 25 years | - |
| Gain YTD | 15.983 | 17.351 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 87.2M | 57.6B | 0% |
| Annual Yield % from dividends | 1.04 | 2.02 | 52% |
| Returns for 1 year | 25.67 | 29.93 | 86% |
| Returns for 3 years | 1.12 | 15.23 | 7% |
| Returns for 5 years | 21.38 | 60.02 | 36% |
| Returns for 10 years | 44.31 | 112.62 | 39% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| FOREX / NAME | Price $ | Chg $ | Chg % |
| NZDCAD | 0.83 | 0.01 | +0.62% |
| New Zealand Dollar - Canadian Dollar | |||
| CHFGBP | 0.89 | 0.00 | +0.40% |
| Switzerland Franc - United Kingdom Pound | |||
| GBPEUR | 1.20 | -0.00 | -0.16% |
| United Kingdom Pound - Euro | |||
| AUDCHF | 0.58 | -0.00 | -0.17% |
| Australian Dollar - Switzerland Franc | |||
| NVDY | 25.85 | -0.14 | -0.54% |
| YieldMax NVDA Option Income Strategy ETF | |||