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CWSIX vs VSIAX
CWSIX vs VSIAX Comparison
Open Charts CWSIX vs VSIAX
Carillon Chartwell Small Cap Value I
Price$13.42
Change-$0.31 (-2.26%)
VolumeN/A
Net Assets57.15M
Vanguard Small Cap Value Index Admiral
Price$81.37
Change-$1.32 (-1.60%)
VolumeN/A
Net Assets54.02B
CWSIX vs VSIAX Comparison Chart
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CWSIX vs. VSIAX commentary
Jun 16, 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 VSIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 54B vs. CWSIX (57.2M). VSIAX pays higher dividends than CWSIX: VSIAX (2.23) vs CWSIX (1.02). CWSIX was incepted earlier than VSIAX: CWSIX (13 years) vs VSIAX (14 years). CWSIX (1.24) is less costly to investors than VSIAX (0.07). CWSIX is a more actively managed with annual turnover of: 44.00 vs. VSIAX (16.00). CWSIX has a lower initial minimum investment than VSIAX: CWSIX (1000) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : 3.83 vs. CWSIX (-28.86). VSIAX return over 5 years is better than : 80.63 vs. CWSIX (-1.09).
| CWSIX | VSIAX | CWSIX / VSIAX | |
| Total Expense Ratio | 1.05 | 0.07 | 1,500% |
| Annual Report Gross Expense Ratio | 1.24 | 0.07 | 1,771% |
| Fund Existence | 13 years | 14 years | - |
| Gain YTD | -11.126 | -4.304 | 258% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 57.2M | 54B | 0% |
| Annual Yield % from dividends | 1.02 | 2.23 | 46% |
| Returns for 1 year | -28.86 | 3.83 | -754% |
| Returns for 3 years | -19.54 | 26.16 | -75% |
| Returns for 5 years | -1.09 | 80.63 | -1% |
| Returns for 10 years | -11.06 | 80.44 | -14% |
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