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CWSIX vs VISVX
CWSIX vs VISVX Comparison
Open Charts CWSIX vs VISVX
Carillon Chartwell Small Cap Value I
Price$13.67
Change-$0.84 (-5.79%)
VolumeN/A
Net Assets47.96M
Vanguard Small Cap Value Index I
Price$54.13
Change+$4.36 (+8.76%)
VolumeN/A
Net Assets59.85B
CWSIX vs VISVX Comparison Chart in %
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CWSIX vs. VISVX commentary
Feb 04, 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 VISVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 59.8B vs. CWSIX (48M). VISVX pays higher dividends than CWSIX: VISVX (1.74) vs CWSIX (0.89). CWSIX was incepted earlier than VISVX: CWSIX (14 years) vs VISVX (28 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 : 12.01 vs. CWSIX (-7.64). VISVX return over 5 years is better than : 51.01 vs. CWSIX (-24.68).
| CWSIX | VISVX | CWSIX / VISVX | |
| Total Expense Ratio | 1.05 | 0.19 | 553% |
| Annual Report Gross Expense Ratio | 1.24 | 0.19 | 653% |
| Fund Existence | 14 years | 28 years | - |
| Gain YTD | 10.958 | 6.555 | 167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48M | 59.8B | 0% |
| Annual Yield % from dividends | 0.89 | 1.74 | 51% |
| Returns for 1 year | -7.64 | 12.01 | -64% |
| Returns for 3 years | -27.87 | 29.81 | -93% |
| Returns for 5 years | -24.68 | 51.01 | -48% |
| Returns for 10 years | 6.83 | 161.74 | 4% |
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