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CWSIX vs VSIAX
CWSIX vs VSIAX Comparison
Open Charts CWSIX vs VSIAX
Carillon Chartwell Small Cap Value I
Price$14.69
Change+$0.17 (+1.17%)
VolumeN/A
Net Assets56.56M
Vanguard Small Cap Value Index Admiral
Price$89.97
Change+$0.98 (+1.10%)
VolumeN/A
Net Assets59.22B
CWSIX vs VSIAX Comparison Chart in %
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CWSIX vs. VSIAX commentary
Sep 28, 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 Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 59.2B vs. CWSIX (56.6M). VSIAX pays higher dividends than CWSIX: VSIAX (1.97) vs CWSIX (0.95). CWSIX was incepted earlier than VSIAX: CWSIX (14 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 : 5.32 vs. CWSIX (-28.44). VSIAX return over 5 years is better than : 96.92 vs. CWSIX (9.20).
| 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 | 14 years | 14 years | - |
| Gain YTD | -2.715 | 5.942 | -46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 56.6M | 59.2B | 0% |
| Annual Yield % from dividends | 0.95 | 1.97 | 48% |
| Returns for 1 year | -28.44 | 5.32 | -534% |
| Returns for 3 years | -7.92 | 47.93 | -17% |
| Returns for 5 years | 9.20 | 96.92 | 9% |
| Returns for 10 years | 9.00 | 129.26 | 7% |
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