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CWSIX vs VSCAX
CWSIX vs VSCAX Comparison
Open Charts CWSIX vs VSCAX
Carillon Chartwell Small Cap Value I
Price$13.19
Change+$0.08 (+0.61%)
VolumeN/A
Net Assets46.85M
Invesco Small Cap Value A
Price$27.14
Change+$0.16 (+0.59%)
VolumeN/A
Net Assets8.84B
CWSIX vs VSCAX Comparison Chart in %
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CWSIX vs. VSCAX commentary
Jan 15, 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 Hold and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 8.84B vs. CWSIX (46.8M). CWSIX pays higher dividends than VSCAX: CWSIX (0.95) vs VSCAX (0.25). 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 : 13.42 vs. CWSIX (-11.01). VSCAX return over 5 years is better than : 60.33 vs. CWSIX (-27.75).
| 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 | 7.062 | 7.230 | 98% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46.8M | 8.84B | 1% |
| Annual Yield % from dividends | 0.95 | 0.25 | 376% |
| Returns for 1 year | -11.01 | 13.42 | -82% |
| Returns for 3 years | -27.97 | 49.33 | -57% |
| Returns for 5 years | -27.75 | 60.33 | -46% |
| Returns for 10 years | 4.15 | 99.03 | 4% |
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