Interact to see
Advertisement
Advertisement
CWSIX vs VSIAX
CWSIX vs VSIAX Comparison
Open Charts CWSIX vs VSIAX
Carillon Chartwell Small Cap Value I
Price$13.67
Change-$0.84 (-5.79%)
VolumeN/A
Net Assets47.96M
Vanguard Small Cap Value Index Admiral
Price$96.99
Change+$7.81 (+8.76%)
VolumeN/A
Net Assets59.85B
CWSIX vs VSIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWSIX vs. VSIAX 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 VSIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 59.8B vs. CWSIX (48M). VSIAX pays higher dividends than CWSIX: VSIAX (1.85) vs CWSIX (0.89). 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 : 12.04 vs. CWSIX (-7.64). VSIAX return over 5 years is better than : 51.14 vs. CWSIX (-24.68).
| 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 | 10.958 | 6.559 | 167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48M | 59.8B | 0% |
| Annual Yield % from dividends | 0.89 | 1.85 | 48% |
| Returns for 1 year | -7.64 | 12.04 | -63% |
| Returns for 3 years | -27.87 | 29.92 | -93% |
| Returns for 5 years | -24.68 | 51.14 | -48% |
| Returns for 10 years | 6.83 | 162.42 | 4% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement