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ASVRX vs CWSIX
ASVRX vs CWSIX Comparison
Open Charts ASVRX vs CWSIX
American Century Small Cap Value R
Price$9.80
Change+$0.18 (+1.87%)
VolumeN/A
Net Assets3.99B
Carillon Chartwell Small Cap Value I
Price$15.03
Change+$0.22 (+1.49%)
VolumeN/A
Net Assets47.87M
ASVRX vs CWSIX Comparison Chart in %
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ASVRX vs. CWSIX commentary
Dec 04, 2025
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 Hold and CWSIX is a Buy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 3.99B vs. CWSIX (47.9M). CWSIX pays higher dividends than ASVRX: CWSIX (0.95) vs ASVRX (0.42). 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). ASVRX annual gain was more profitable for investors over the last year : -17.18 vs. CWSIX (-35.17). ASVRX return over 5 years is better than : 22.00 vs. CWSIX (-11.59).
| 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 | -4.613 | -1.921 | 240% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.99B | 47.9M | 8,328% |
| Annual Yield % from dividends | 0.42 | 0.95 | 44% |
| Returns for 1 year | -17.18 | -35.17 | 49% |
| Returns for 3 years | 0.76 | -21.08 | -4% |
| Returns for 5 years | 22.00 | -11.59 | -190% |
| Returns for 10 years | 10.70 | 0.99 | 1,083% |
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