Chartwell Small Cap Value Fund (CWSIX) belongs to the Small Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CWSIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CWSIX
CWSIX charges 1.05% annually. There are 63 mutual funds in the Small Cap Value Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | — | Jul 2019 | CWSIX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | — | Dec 1999 | CWSIX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | 65.50B | Sep 2011 | CWSIX vs VSIAX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | CWSIX vs VRTVX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | CWSIX vs VSMVX |
Best Risk-Adjusted Alternatives to CWSIX
CWSIX has a PortfoliosLab risk / return rank of 42. There are 88 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Aegis Value Fund | 90 | — | May 1998 | CWSIX vs AVALX | |
| Victory Integrity Discovery Fund | 89 | — | Dec 1996 | CWSIX vs MMEYX | |
| Transamerica Small Cap Value | 88 | — | Jan 2003 | CWSIX vs TSLTX | |
| VY Columbia Small Cap Value II Portfolio | 86 | — | Apr 2006 | CWSIX vs ICISX | |
| Third Avenue Small Cap Value Fund | 86 | — | Apr 1997 | CWSIX vs TASCX |
Top Performing CWSIX Alternatives (YTD)
CWSIX is at 22.73% YTD. There are 26 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 34.12%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 34.12% | — | Dec 1996 | CWSIX vs MMEYX | |
| Royce Opportunity Fund | 29.57% | — | Nov 1996 | CWSIX vs RYPNX | |
| First Eagle Small Cap Opportunity Fund | 28.34% | — | Apr 2021 | CWSIX vs FESCX | |
| Invesco Small Cap Value Fund | 27.70% | — | Jun 1999 | CWSIX vs VSCAX | |
| Columbia Select Small Cap Value Fund | 26.68% | — | Apr 1997 | CWSIX vs SSCVX |
Lowest Volatility Alternatives to CWSIX
CWSIX has 19.51% 1-year volatility. There are 111 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 0.66%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro SMID Cap Equity Fund | 0.66% | — | Sep 2017 | CWSIX vs SHDPX | |
| Palm Valley Capital Fund Investor Class | 4.30% | — | Apr 2019 | CWSIX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.18% | — | Apr 1997 | CWSIX vs TASCX | |
| VELA Small Cap Fund | 14.29% | — | Sep 2020 | CWSIX vs VESMX | |
| Royce Special Equity Fund | 14.30% | — | May 1998 | CWSIX vs RYSEX |
Lowest Drawdown Alternatives to CWSIX
CWSIX has a 1-year max drawdown of -12.47%. There are 109 mutual funds in the Small Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | -2.81% | — | Apr 2019 | CWSIX vs PVCMX | |
| Third Avenue Small Cap Value Fund | -6.29% | — | Apr 1997 | CWSIX vs TASCX | |
| PIMCO RAE US Small Fund | -7.62% | — | Jun 2015 | CWSIX vs PMJIX | |
| PIMCO RAE US Small Fund Class A | -7.66% | — | Jun 2015 | CWSIX vs PMJAX | |
| Transamerica Small Cap Value | -7.73% | — | Jan 2003 | CWSIX vs TSLTX |
Other Mutual Funds from Carillon Family of Funds
The 10 most viewed Carillon Family of Funds mutual funds shown here include HRCPX, BERIX, UMBMX and span 10 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Carillon ClariVest Capital Appreciation Fund | Large Cap Growth Equities | 36 | 7.93% | — | Dec 1985 | CWSIX vs HRCPX | |
| Chartwell Income Fund | Diversified Portfolio | 66 | 2.51% | — | Sep 1987 | CWSIX vs BERIX | |
| Carillon Scout Mid Cap Fund | Mid Cap Blend Equities | 48 | 14.12% | — | Oct 2006 | CWSIX vs UMBMX | |
| Carillon ClariVest International Stock Fund | Foreign Large Cap Equities | 85 | 20.80% | — | Feb 2013 | CWSIX vs EISIX | |
| Carillon Eagle Mid Cap Growth Fund | Mid Cap Growth Equities | 7 | 8.28% | — | Aug 1998 | CWSIX vs HAGAX | |
| Carillon Reams Unconstrained Bond Fund | Nontraditional Bonds | 39 | 0.98% | — | Sep 2011 | CWSIX vs SUBFX | |
| Chartwell Short Duration High Yield Fund | High Yield Bonds | 97 | 1.84% | — | Jul 2014 | CWSIX vs CWFIX | |
| Carillon Reams Core Plus Bond Fund | Intermediate Core-Plus Bond | 27 | 0.67% | — | Nov 1996 | CWSIX vs SCPZX | |
| Carillon Eagle Growth & Income Fund | Large Cap Value Equities | 57 | 10.15% | — | Dec 1986 | CWSIX vs HRCVX | |
| Chartwell Small Cap Growth Fund | Small Cap Growth Equities | 79 | 29.86% | — | Jun 2017 | CWSIX vs CWSGX |
Often Compared With CWSIX
Investors most often compare CWSIX with HRSCX, SCCIX, BERCX. These 16 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare CWSIX with Any Fund or Stock
Compare CWSIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CWSIX with funds that move differently
Chartwell Small Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CWSIX.
Explore CWSIX Diversifiers