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CWSIX vs VSIIX
CWSIX vs VSIIX Comparison
Open Charts CWSIX vs VSIIX
Carillon Chartwell Small Cap Value I
Price$20.79
Change-$0.24 (-1.14%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.99
Change-$0.42 (-0.87%)
VolumeN/A
CapitalizationN/A
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VS
VS
CWSIX vs VSIIX Comparison Chart
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CWSIX vs. VSIIX 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 VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 57.3B vs. CWSIX (83.6M). 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 : 24.93 vs. CWSIX (16.14). VSIIX return over 5 years is better than : 58.50 vs. CWSIX (16.09).
| 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 | 6.954 | 12.339 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 83.6M | 57.3B | 0% |
| Annual Yield % from dividends | 1.04 | 2.02 | 52% |
| Returns for 1 year | 16.14 | 24.93 | 65% |
| Returns for 3 years | 2.66 | 22.14 | 12% |
| Returns for 5 years | 16.09 | 58.50 | 28% |
| Returns for 10 years | 38.88 | 109.09 | 36% |
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