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CWSIX vs DFFVX
CWSIX vs DFFVX Comparison
Open Charts CWSIX vs DFFVX
Carillon Chartwell Small Cap Value I
Price$14.40
Change-$0.17 (-1.17%)
VolumeN/A
Net Assets60.24M
DFA US Targeted Value I
Price$34.99
Change-$0.31 (-0.88%)
VolumeN/A
Net Assets13.31B
CWSIX vs DFFVX Comparison Chart in %
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CWSIX vs. DFFVX commentary
Aug 18, 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 CWSIX is a StrongBuy and DFFVX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.3B vs. CWSIX (60.2M). DFFVX pays higher dividends than CWSIX: DFFVX (1.62) vs CWSIX (0.99). CWSIX was incepted earlier than DFFVX: CWSIX (13 years) vs DFFVX (26 years). CWSIX (1.24) is less costly to investors than DFFVX (0.30). CWSIX is a more actively managed with annual turnover of: 44.00 vs. DFFVX (7.00). DFFVX has a lower initial minimum investment than CWSIX: DFFVX (0) vs CWSIX (1000). DFFVX annual gain was more profitable for investors over the last year : 8.01 vs. CWSIX (-28.08). DFFVX return over 5 years is better than : 91.20 vs. CWSIX (-3.13).
| CWSIX | DFFVX | CWSIX / DFFVX | |
| Total Expense Ratio | 1.05 | 0.29 | 362% |
| Annual Report Gross Expense Ratio | 1.24 | 0.30 | 413% |
| Fund Existence | 13 years | 26 years | - |
| Gain YTD | -4.636 | 2.742 | -169% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 60.2M | 13.3B | 0% |
| Annual Yield % from dividends | 0.99 | 1.62 | 61% |
| Returns for 1 year | -28.08 | 8.01 | -350% |
| Returns for 3 years | -23.03 | 20.63 | -112% |
| Returns for 5 years | -3.13 | 91.20 | -3% |
| Returns for 10 years | -2.43 | 66.57 | -4% |
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