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CWSIX vs DFSVX
CWSIX vs DFSVX Comparison
Open Charts CWSIX vs DFSVX
Carillon Chartwell Small Cap Value I
Price$14.39
Change+$0.08 (+0.56%)
VolumeN/A
Net Assets61.26M
DFA US Small Cap Value I
Price$48.60
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets16.1B
CWSIX vs DFSVX Comparison Chart in %
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CWSIX vs. DFSVX commentary
Jul 08, 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 Buy and DFSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. CWSIX (61.3M). DFSVX pays higher dividends than CWSIX: DFSVX (1.67) vs CWSIX (1.00). 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 : 9.45 vs. CWSIX (-24.59). DFSVX return over 5 years is better than : 105.30 vs. CWSIX (6.67).
| 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 | -4.702 | 1.067 | -441% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 61.3M | 16.1B | 0% |
| Annual Yield % from dividends | 1.00 | 1.67 | 60% |
| Returns for 1 year | -24.59 | 9.45 | -260% |
| Returns for 3 years | -14.38 | 32.84 | -44% |
| Returns for 5 years | 6.67 | 105.30 | 6% |
| Returns for 10 years | -3.49 | 45.10 | -8% |
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