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ASVRX vs CWSIX
ASVRX vs CWSIX Comparison
Open Charts ASVRX vs CWSIX
American Century Small Cap Value R
Price$9.15
Change-$0.53 (-5.48%)
VolumeN/A
Net Assets3.93B
Carillon Chartwell Small Cap Value I
Price$13.67
Change-$0.84 (-5.79%)
VolumeN/A
Net Assets47.96M
ASVRX vs CWSIX Comparison Chart in %
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ASVRX vs. CWSIX commentary
Feb 04, 2026
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 ASVRX is a Buy and CWSIX is a Buy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 3.93B vs. CWSIX (48M). CWSIX pays higher dividends than ASVRX: CWSIX (0.89) vs ASVRX (0.57). ASVRX was incepted earlier than CWSIX: ASVRX (16 years) vs CWSIX (14 years). ASVRX (1.58) is less costly to investors than CWSIX (1.24). CWSIX is a more actively managed with annual turnover of: 44.00 vs. ASVRX (39.00). CWSIX has a lower initial minimum investment than ASVRX: CWSIX (1000) vs ASVRX (2500). CWSIX annual gain was more profitable for investors over the last year : -7.64 vs. ASVRX (-10.37). ASVRX return over 5 years is better than : 0.82 vs. CWSIX (-24.68).
| ASVRX | CWSIX | ASVRX / CWSIX | |
| Total Expense Ratio | 1.58 | 1.05 | 150% |
| Annual Report Gross Expense Ratio | 1.58 | 1.24 | 127% |
| Fund Existence | 16 years | 14 years | - |
| Gain YTD | 6.643 | 10.958 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.93B | 48M | 8,181% |
| Annual Yield % from dividends | 0.57 | 0.89 | 65% |
| Returns for 1 year | -10.37 | -7.64 | 136% |
| Returns for 3 years | -7.17 | -27.87 | 26% |
| Returns for 5 years | 0.82 | -24.68 | -3% |
| Returns for 10 years | 42.38 | 6.83 | 621% |
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