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CWSIX vs VSCAX
CWSIX vs VSCAX Comparison
Open Charts CWSIX vs VSCAX
Carillon Chartwell Small Cap Value I
Price$14.46
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets46.66M
Invesco Small Cap Value A
Price$26.28
Change+$0.18 (+0.69%)
VolumeN/A
Net Assets7.75B
CWSIX vs VSCAX Comparison Chart in %
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CWSIX vs. VSCAX commentary
Nov 14, 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 Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.75B vs. CWSIX (46.7M). CWSIX pays higher dividends than VSCAX: CWSIX (0.97) 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 : -0.35 vs. CWSIX (-34.90). VSCAX return over 5 years is better than : 90.72 vs. CWSIX (-9.44).
| 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 | -4.238 | 11.782 | -36% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46.7M | 7.75B | 1% |
| Annual Yield % from dividends | 0.97 | 0.32 | 305% |
| Returns for 1 year | -34.90 | -0.35 | 9,985% |
| Returns for 3 years | -22.83 | 36.18 | -63% |
| Returns for 5 years | -9.44 | 90.72 | -10% |
| Returns for 10 years | 1.94 | 46.42 | 4% |
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