Interact to see
Advertisement
Advertisement
CWSIX vs VSCAX
CWSIX vs VSCAX Comparison
Open Charts CWSIX vs VSCAX
Carillon Chartwell Small Cap Value I
Price$15.28
Change+$0.04 (+0.26%)
VolumeN/A
Net Assets47.6M
Invesco Small Cap Value A
Price$25.81
Change+$0.03 (+0.12%)
VolumeN/A
Net Assets8.3B
CWSIX vs VSCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWSIX vs. VSCAX commentary
Dec 25, 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 StrongBuy and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 8.3B vs. CWSIX (47.6M). CWSIX pays higher dividends than VSCAX: CWSIX (0.95) vs VSCAX (0.31). CWSIX was incepted earlier than VSCAX: CWSIX (14 years) vs VSCAX (27 years). CWSIX (1.24) is less costly to investors than VSCAX (1.10). VSCAX is a more actively managed with annual turnover of: 52.00 vs. CWSIX (44.00). CWSIX (1000) and VSCAX (1000) have matching initial minimum investment requirements. VSCAX annual gain was more profitable for investors over the last year : 8.99 vs. CWSIX (-28.30). VSCAX return over 5 years is better than : 66.53 vs. CWSIX (-11.30).
| CWSIX | VSCAX | CWSIX / VSCAX | |
| Total Expense Ratio | 1.05 | 1.10 | 95% |
| Annual Report Gross Expense Ratio | 1.24 | 1.10 | 113% |
| Fund Existence | 14 years | 27 years | - |
| Gain YTD | 1.192 | 9.783 | 12% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 47.6M | 8.3B | 1% |
| Annual Yield % from dividends | 0.95 | 0.31 | 310% |
| Returns for 1 year | -28.30 | 8.99 | -315% |
| Returns for 3 years | -12.01 | 49.97 | -24% |
| Returns for 5 years | -11.30 | 66.53 | -17% |
| Returns for 10 years | 7.98 | 58.45 | 14% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| IGREX | 9.13 | 0.05 | +0.55% |
| Invesco Global Real Estate R5 | |||
| FFGRX | 27.50 | 0.10 | +0.36% |
| Emerald Growth Investor | |||
| VEMPX | 400.37 | 0.83 | +0.21% |
| Vanguard Extended Market Index InstlPlus | |||
| FRCSX | 61.43 | 0.06 | +0.10% |
| Franklin Small Cap Value R6 | |||
| GLECX | 12.97 | -0.04 | -0.31% |
| GS Energy Infrastructure Fd C Shares | |||