Interact to see
Advertisement
Advertisement
CWSIX vs VSIAX
CWSIX vs VSIAX Comparison
Open Charts CWSIX vs VSIAX
Carillon Chartwell Small Cap Value I
Price$14.39
Change+$0.08 (+0.56%)
VolumeN/A
Net Assets61.26M
Vanguard Small Cap Value Index Admiral
Price$86.66
Change+$0.43 (+0.50%)
VolumeN/A
Net Assets54.02B
CWSIX vs VSIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWSIX vs. VSIAX commentary
Jul 08, 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 VSIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 54B vs. CWSIX (61.3M). VSIAX pays higher dividends than CWSIX: VSIAX (2.11) vs CWSIX (1.00). 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 : 11.67 vs. CWSIX (-24.59). VSIAX return over 5 years is better than : 94.16 vs. CWSIX (6.67).
| 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 | -4.702 | 2.044 | -230% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 61.3M | 54B | 0% |
| Annual Yield % from dividends | 1.00 | 2.11 | 47% |
| Returns for 1 year | -24.59 | 11.67 | -211% |
| Returns for 3 years | -14.38 | 34.88 | -41% |
| Returns for 5 years | 6.67 | 94.16 | 7% |
| Returns for 10 years | -3.49 | 96.53 | -4% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| BLKC | 24.79 | 0.31 | +1.27% |
| Invesco Aln Glxy Blkh Usr&Dctrzd Cmr ETF | |||
| IVV | 628.17 | 4.75 | +0.76% |
| iShares Core S&P 500 ETF | |||
| FIVA | 29.54 | 0.05 | +0.17% |
| Fidelity International Value Factor ETF | |||
| PQDI | 19.33 | 0.03 | +0.15% |
| Principal Spectrum Tax-Adv Dvd Actv ETF | |||
| LDUR | 95.30 | -0.12 | -0.13% |
| PIMCO Enhanced Low Duration Active ETF | |||