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CWSIX vs DFSVX
CWSIX vs DFSVX Comparison
Open Charts CWSIX vs DFSVX
Carillon Chartwell Small Cap Value I
Price$13.42
Change-$0.31 (-2.26%)
VolumeN/A
Net Assets57.15M
DFA US Small Cap Value I
Price$45.20
Change-$0.73 (-1.59%)
VolumeN/A
Net Assets14.92B
CWSIX vs DFSVX Comparison Chart
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CWSIX vs. DFSVX commentary
Jun 16, 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 Hold and DFSVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.9B vs. CWSIX (57.2M). DFSVX pays higher dividends than CWSIX: DFSVX (1.65) vs CWSIX (1.02). CWSIX was incepted earlier than DFSVX: CWSIX (13 years) vs DFSVX (32 years). CWSIX (1.24) is less costly to investors than DFSVX (0.31). CWSIX is a more actively managed with annual turnover of: 44.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than CWSIX: DFSVX (0) vs CWSIX (1000). DFSVX annual gain was more profitable for investors over the last year : 1.83 vs. CWSIX (-28.86). DFSVX return over 5 years is better than : 86.94 vs. CWSIX (-1.09).
| CWSIX | DFSVX | CWSIX / DFSVX | |
| Total Expense Ratio | 1.05 | 0.31 | 339% |
| Annual Report Gross Expense Ratio | 1.24 | 0.31 | 400% |
| Fund Existence | 13 years | 32 years | - |
| Gain YTD | -11.126 | -6.462 | 172% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 57.2M | 14.9B | 0% |
| Annual Yield % from dividends | 1.02 | 1.65 | 62% |
| Returns for 1 year | -28.86 | 1.83 | -1,576% |
| Returns for 3 years | -19.54 | 19.38 | -101% |
| Returns for 5 years | -1.09 | 86.94 | -1% |
| Returns for 10 years | -11.06 | 30.89 | -36% |
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