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CWSIX vs DFSVX
CWSIX vs DFSVX Comparison
Open Charts CWSIX vs DFSVX
Carillon Chartwell Small Cap Value I
Price$13.67
Change-$0.84 (-5.79%)
VolumeN/A
Net Assets47.96M
DFA US Small Cap Value I
Price$56.51
Change+$6.68 (+13.41%)
VolumeN/A
Net Assets17.92B
CWSIX vs DFSVX Comparison Chart in %
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CWSIX vs. DFSVX commentary
Feb 05, 2026
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: 17.9B vs. CWSIX (48M). DFSVX pays higher dividends than CWSIX: DFSVX (1.58) vs CWSIX (0.89). CWSIX was incepted earlier than DFSVX: CWSIX (14 years) vs DFSVX (33 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 (7.00). 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 : 17.52 vs. CWSIX (-7.64). DFSVX return over 5 years is better than : 55.54 vs. CWSIX (-24.68).
| CWSIX | DFSVX | CWSIX / DFSVX | |
| Total Expense Ratio | 1.05 | 0.31 | 339% |
| Annual Report Gross Expense Ratio | 1.24 | 0.31 | 400% |
| Fund Existence | 14 years | 33 years | - |
| Gain YTD | 10.958 | 9.431 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48M | 17.9B | 0% |
| Annual Yield % from dividends | 0.89 | 1.58 | 56% |
| Returns for 1 year | -7.64 | 17.52 | -44% |
| Returns for 3 years | -27.87 | 35.91 | -78% |
| Returns for 5 years | -24.68 | 55.54 | -44% |
| Returns for 10 years | 6.83 | 121.92 | 6% |
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