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ASVRX vs CWSIX
ASVRX vs CWSIX Comparison
Open Charts ASVRX vs CWSIX
American Century Small Cap Value R
Price$9.98
Change+$0.12 (+1.22%)
VolumeN/A
Net Assets4.31B
Carillon Chartwell Small Cap Value I
Price$14.69
Change+$0.17 (+1.17%)
VolumeN/A
Net Assets56.56M
ASVRX vs CWSIX Comparison Chart in %
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ASVRX vs. CWSIX commentary
Sep 28, 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 Hold.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.31B vs. CWSIX (56.6M). CWSIX pays higher dividends than ASVRX: CWSIX (0.95) vs ASVRX (0.39). 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 : -6.08 vs. CWSIX (-28.44). ASVRX return over 5 years is better than : 63.03 vs. CWSIX (9.20).
| 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 | -1.352 | -2.715 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.31B | 56.6M | 7,620% |
| Annual Yield % from dividends | 0.39 | 0.95 | 41% |
| Returns for 1 year | -6.08 | -28.44 | 21% |
| Returns for 3 years | 22.50 | -7.92 | -284% |
| Returns for 5 years | 63.03 | 9.20 | 685% |
| Returns for 10 years | 25.45 | 9.00 | 283% |
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