Chartwell Small Cap Value Fund (CWSIX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to CWSIX
CWSIX charges 1.05% annually. Among mutual funds in the Small Cap Value Equities category, these options have the lowest expense ratios among CWSIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | Jul 11, 2019 | CWSIX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | Dec 7, 1999 | CWSIX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | CWSIX vs VSIAX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | Jul 13, 2012 | CWSIX vs VRTVX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | Nov 19, 2014 | CWSIX vs VSMVX |
Best Risk-Adjusted Alternatives to CWSIX
Among mutual funds in the Small Cap Value Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Aegis Value Fund | 98 | May 15, 1998 | CWSIX vs AVALX | |
| Brandes Small Cap Value Fund | 91 | Jan 2, 2018 | CWSIX vs BSCMX | |
| Bridgeway Ultra Small Company Market Fund | 85 | Jul 31, 1997 | CWSIX vs BRSIX | |
| Third Avenue Small Cap Value Fund | 82 | Apr 1, 1997 | CWSIX vs TASCX | |
| Heartland Value Fund | 81 | Dec 28, 1984 | CWSIX vs HRTVX |
Top Performing CWSIX Alternatives (YTD)
CWSIX alternatives from the Small Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Aegis Value Fund | 16.31% | May 15, 1998 | CWSIX vs AVALX | |
| Invesco Small Cap Value Fund | 9.80% | Jun 21, 1999 | CWSIX vs VSCAX | |
| Victory Integrity Discovery Fund | 9.11% | Dec 26, 1996 | CWSIX vs MMEYX | |
| Hotchkis & Wiley Small Cap Value Fund | 9.06% | Sep 20, 1985 | CWSIX vs HWSIX | |
| Hotchkis & Wiley Small Cap Value Fund Class A | 9.00% | Jun 10, 2000 | CWSIX vs HWSAX |
Lowest Volatility Alternatives to CWSIX
CWSIX alternatives from the Small Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | 4.75% | Apr 30, 2019 | CWSIX vs PVCMX | |
| North Star Dividend Fund | 17.07% | May 31, 2013 | CWSIX vs NSDVX | |
| Royce Special Equity Fund | 18.14% | May 1, 1998 | CWSIX vs RYSEX | |
| AMG River Road Small-Mid Cap Value Fund | 18.48% | Mar 29, 2007 | CWSIX vs ARSMX | |
| Third Avenue Small Cap Value Fund | 18.59% | Apr 1, 1997 | CWSIX vs TASCX |
Lowest Drawdown Alternatives to CWSIX
CWSIX alternatives from the Small Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | -2.81% | Apr 30, 2019 | CWSIX vs PVCMX | |
| North Star Dividend Fund | -10.48% | May 31, 2013 | CWSIX vs NSDVX | |
| Royce Special Equity Fund | -10.97% | May 1, 1998 | CWSIX vs RYSEX | |
| Third Avenue Small Cap Value Fund | -12.12% | Apr 1, 1997 | CWSIX vs TASCX | |
| James Micro Cap Fund | -12.23% | Jul 1, 2010 | CWSIX vs JMCRX |
Other Mutual Funds from Carillon Family of Funds
Most popular Carillon Family of Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Carillon ClariVest Capital Appreciation Fund | Large Cap Growth Equities | 66 | -7.83% | Dec 12, 1985 | CWSIX vs HRCPX | |
| Carillon Scout Mid Cap Fund | Mid Cap Blend Equities | 73 | 4.28% | Oct 31, 2006 | CWSIX vs UMBMX | |
| Carillon Eagle Mid Cap Growth Fund | Mid Cap Growth Equities | 18 | -4.23% | Aug 20, 1998 | CWSIX vs HAGAX | |
| Carillon ClariVest International Stock Fund | Foreign Large Cap Equities | 92 | 3.37% | Feb 27, 2013 | CWSIX vs EISIX | |
| Chartwell Small Cap Growth Fund | Small Cap Growth Equities | 77 | 3.54% | Jun 16, 2017 | CWSIX vs CWSGX | |
| Carillon Reams Core Plus Bond Fund | Intermediate Core-Plus Bond | 69 | 0.38% | Nov 25, 1996 | CWSIX vs SCPZX | |
| Carillon Eagle Growth & Income Fund | Large Cap Value Equities | 59 | 1.56% | Dec 15, 1986 | CWSIX vs HRCVX | |
| Carillon Reams Core Bond Fund | Intermediate Core Bond | 50 | 0.10% | Feb 23, 2001 | CWSIX vs SCCIX | |
| Carillon Reams Unconstrained Bond Fund | Nontraditional Bonds | 94 | 0.65% | Sep 28, 2011 | CWSIX vs SUBFX | |
| Carillon Eagle Small Cap Growth Fund | Small Cap Growth Equities | 42 | -1.09% | May 7, 1993 | CWSIX vs HRSCX |
Often Compared With CWSIX
What investors most often compare with CWSIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Chartwell Short Duration High Yield Fund | High Yield Bonds | 98 | -0.09% | Jul 15, 2014 | CWSIX vs CWFIX | |
| Chartwell Mid Cap Value Fund | Mid Cap Value Equities | 31 | 1.26% | May 1, 2002 | CWSIX vs BERCX | |
| Chartwell Income Fund | Diversified Portfolio | 96 | 4.02% | Sep 2, 1987 | CWSIX vs BERIX |
Compare CWSIX with Any Fund or Stock
Compare CWSIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.