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CWSIX vs VSIAX
CWSIX vs VSIAX Comparison
Open Charts CWSIX vs VSIAX
Carillon Chartwell Small Cap Value I
Price$14.40
Change-$0.17 (-1.17%)
VolumeN/A
Net Assets60.24M
Vanguard Small Cap Value Index Admiral
Price$87.20
Change-$0.61 (-0.69%)
VolumeN/A
Net Assets56.44B
CWSIX vs VSIAX Comparison Chart in %
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CWSIX vs. VSIAX commentary
Aug 18, 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 VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 56.4B vs. CWSIX (60.2M). VSIAX pays higher dividends than CWSIX: VSIAX (2.07) vs CWSIX (0.99). 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 : 6.63 vs. CWSIX (-28.08). VSIAX return over 5 years is better than : 76.57 vs. CWSIX (-3.13).
| 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 | -4.636 | 2.680 | -173% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 60.2M | 56.4B | 0% |
| Annual Yield % from dividends | 0.99 | 2.07 | 48% |
| Returns for 1 year | -28.08 | 6.63 | -424% |
| Returns for 3 years | -23.03 | 19.32 | -119% |
| Returns for 5 years | -3.13 | 76.57 | -4% |
| Returns for 10 years | -2.43 | 99.65 | -2% |
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