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CWSIX vs VSCAX
CWSIX vs VSCAX Comparison
Open Charts CWSIX vs VSCAX
Carillon Chartwell Small Cap Value I
Price$13.67
Change-$0.84 (-5.79%)
VolumeN/A
Net Assets47.96M
Invesco Small Cap Value A
Price$28.51
Change+$2.43 (+9.32%)
VolumeN/A
Net Assets9.42B
CWSIX vs VSCAX Comparison Chart in %
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CWSIX vs. VSCAX 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 VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 9.42B vs. CWSIX (48M). CWSIX pays higher dividends than VSCAX: CWSIX (0.89) vs VSCAX (0.23). 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 : 18.26 vs. CWSIX (-7.64). VSCAX return over 5 years is better than : 68.92 vs. CWSIX (-24.68).
| 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 | 10.958 | 12.643 | 87% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48M | 9.42B | 1% |
| Annual Yield % from dividends | 0.89 | 0.23 | 384% |
| Returns for 1 year | -7.64 | 18.26 | -42% |
| Returns for 3 years | -27.87 | 51.27 | -54% |
| Returns for 5 years | -24.68 | 68.92 | -36% |
| Returns for 10 years | 6.83 | 108.32 | 6% |
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