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CSSAX vs WCMLX
CSSAX vs WCMLX Comparison
Open Charts CSSAX vs WCMLX
Carillon Chartwell Small Cap A
Price$25.49
Change+$0.36 (+1.43%)
VolumeN/A
Net Assets194.04M
WCM Small Cap Growth Institutional
Price$11.80
Change+$0.13 (+1.11%)
VolumeN/A
Net Assets42.14M
CSSAX vs WCMLX Comparison Chart
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CSSAX vs. WCMLX commentary
May 09, 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 CSSAX is a Buy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CSSAX has more cash in the bank: 194M vs. WCMLX (42.1M). CSSAX (0.00) and WCMLX (0.00) have matching dividends . CSSAX was incepted earlier than WCMLX: CSSAX (7 years) vs WCMLX (6 years). WCMLX (1.86) is less costly to investors than CSSAX (1.20). WCMLX is a more actively managed with annual turnover of: 83.00 vs. CSSAX (27.00). CSSAX has a lower initial minimum investment than WCMLX: CSSAX (1000) vs WCMLX (100000). WCMLX (-6.86) and CSSAX (-7.07) have marching annual gain over last year. WCMLX return over 5 years is better than : 21.31 vs. CSSAX (2.00).
| CSSAX | WCMLX | CSSAX / WCMLX | |
| Total Expense Ratio | 1.20 | 0.99 | 121% |
| Annual Report Gross Expense Ratio | 1.20 | 1.86 | 65% |
| Fund Existence | 7 years | 6 years | - |
| Gain YTD | -11.339 | -9.253 | 123% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 194M | 42.1M | 461% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -7.07 | -6.86 | 103% |
| Returns for 3 years | 2.33 | 15.89 | 15% |
| Returns for 5 years | 2.00 | 21.31 | 9% |
| Returns for 10 years | N/A | N/A | - |
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