Interact to see
Advertisement
Advertisement
ASVRX vs CWSIX
ASVRX vs CWSIX Comparison
Open Charts ASVRX vs CWSIX
American Century Small Cap Value R
Price$8.71
Change+$0.04 (+0.46%)
VolumeN/A
Net Assets3.84B
Carillon Chartwell Small Cap Value I
Price$15.28
Change+$0.04 (+0.26%)
VolumeN/A
Net Assets47.6M
ASVRX vs CWSIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ASVRX vs. CWSIX commentary
Dec 25, 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 Buy and CWSIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 3.84B vs. CWSIX (47.6M). 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 : -14.24 vs. CWSIX (-28.30). ASVRX return over 5 years is better than : 4.90 vs. CWSIX (-11.30).
| 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 | -13.905 | 1.192 | -1,166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.84B | 47.6M | 8,057% |
| Annual Yield % from dividends | 0.42 | 0.95 | 44% |
| Returns for 1 year | -14.24 | -28.30 | 50% |
| Returns for 3 years | 0.70 | -12.01 | -6% |
| Returns for 5 years | 4.90 | -11.30 | -43% |
| Returns for 10 years | 16.96 | 7.98 | 213% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement