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CWSIX vs VISVX
CWSIX vs VISVX Comparison
Open Charts CWSIX vs VISVX
Carillon Chartwell Small Cap Value I
Price$14.39
Change+$0.08 (+0.56%)
VolumeN/A
Net Assets61.26M
Vanguard Small Cap Value Index I
Price$48.37
Change+$0.24 (+0.50%)
VolumeN/A
Net Assets54.02B
CWSIX vs VISVX Comparison Chart in %
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CWSIX vs. VISVX 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 VISVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 54B vs. CWSIX (61.3M). VISVX pays higher dividends than CWSIX: VISVX (1.99) vs CWSIX (1.00). CWSIX was incepted earlier than VISVX: CWSIX (13 years) vs VISVX (27 years). CWSIX (1.24) is less costly to investors than VISVX (0.19). CWSIX is a more actively managed with annual turnover of: 44.00 vs. VISVX (16.00). CWSIX has a lower initial minimum investment than VISVX: CWSIX (1000) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : 11.64 vs. CWSIX (-24.59). VISVX return over 5 years is better than : 94.00 vs. CWSIX (6.67).
| CWSIX | VISVX | CWSIX / VISVX | |
| Total Expense Ratio | 1.05 | 0.19 | 553% |
| Annual Report Gross Expense Ratio | 1.24 | 0.19 | 653% |
| Fund Existence | 13 years | 27 years | - |
| Gain YTD | -4.702 | 2.024 | -232% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 61.3M | 54B | 0% |
| Annual Yield % from dividends | 1.00 | 1.99 | 50% |
| Returns for 1 year | -24.59 | 11.64 | -211% |
| Returns for 3 years | -14.38 | 34.76 | -41% |
| Returns for 5 years | 6.67 | 94.00 | 7% |
| Returns for 10 years | -3.49 | 96.11 | -4% |
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