Interact to see
Advertisement
Advertisement
CWSIX vs VSCAX
CWSIX vs VSCAX Comparison
Open Charts CWSIX vs VSCAX
Carillon Chartwell Small Cap Value I
Price$15.03
Change+$0.22 (+1.49%)
VolumeN/A
Net Assets47.87M
Invesco Small Cap Value A
Price$27.30
Change+$0.56 (+2.09%)
VolumeN/A
Net Assets7.9B
CWSIX vs VSCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWSIX vs. VSCAX commentary
Dec 04, 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 VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.9B vs. CWSIX (47.9M). CWSIX pays higher dividends than VSCAX: CWSIX (0.95) vs VSCAX (0.31). 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 : -0.15 vs. CWSIX (-35.17). VSCAX return over 5 years is better than : 80.13 vs. CWSIX (-11.59).
| 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 | -1.921 | 13.526 | -14% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 47.9M | 7.9B | 1% |
| Annual Yield % from dividends | 0.95 | 0.31 | 310% |
| Returns for 1 year | -35.17 | -0.15 | 22,942% |
| Returns for 3 years | -21.08 | 35.94 | -59% |
| Returns for 5 years | -11.59 | 80.13 | -14% |
| Returns for 10 years | 0.99 | 42.28 | 2% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement