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CWSIX vs VSCAX
CWSIX vs VSCAX Comparison
Open Charts CWSIX vs VSCAX
Carillon Chartwell Small Cap Value I
Price$14.48
Change+$0.06 (+0.42%)
VolumeN/A
Net Assets55.56M
Invesco Small Cap Value A
Price$25.61
Change-$0.16 (-0.62%)
VolumeN/A
Net Assets7.51B
CWSIX vs VSCAX Comparison Chart in %
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CWSIX vs. VSCAX commentary
Oct 19, 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 Hold and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.51B vs. CWSIX (55.6M). CWSIX pays higher dividends than VSCAX: CWSIX (0.96) vs VSCAX (0.32). CWSIX was incepted earlier than VSCAX: CWSIX (14 years) vs VSCAX (26 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 : 2.33 vs. CWSIX (-31.35). VSCAX return over 5 years is better than : 106.26 vs. CWSIX (-2.59).
| 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 | 26 years | - |
| Gain YTD | -4.106 | 8.932 | -46% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 55.6M | 7.51B | 1% |
| Annual Yield % from dividends | 0.96 | 0.32 | 303% |
| Returns for 1 year | -31.35 | 2.33 | -1,345% |
| Returns for 3 years | -16.00 | 49.64 | -32% |
| Returns for 5 years | -2.59 | 106.26 | -2% |
| Returns for 10 years | 0.61 | 39.02 | 2% |
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