Interact to see
Advertisement
Advertisement
CSSAX vs WCMLX
CSSAX vs WCMLX Comparison
Open Charts CSSAX vs WCMLX
Carillon Chartwell Small Cap A
Price$30.44
Change-$0.32 (-1.04%)
VolumeN/A
Net Assets228.07M
WCM Small Cap Growth Institutional
Price$13.61
Change-$0.11 (-0.80%)
VolumeN/A
Net Assets44.78M
CSSAX vs WCMLX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CSSAX vs. WCMLX commentary
Sep 26, 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 Hold and WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
CSSAX has more cash in the bank: 228M vs. WCMLX (44.8M). CSSAX (0.00) and WCMLX (0.00) have matching dividends . CSSAX was incepted earlier than WCMLX: CSSAX (8 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than CSSAX (1.14). 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 annual gain was more profitable for investors over the last year : 4.73 vs. CSSAX (-0.65). WCMLX return over 5 years is better than : 24.05 vs. CSSAX (9.90).
| CSSAX | WCMLX | CSSAX / WCMLX | |
| Total Expense Ratio | 1.14 | 0.99 | 115% |
| Annual Report Gross Expense Ratio | 1.14 | 1.79 | 64% |
| Fund Existence | 8 years | 6 years | - |
| Gain YTD | 6.991 | 6.687 | 105% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 228M | 44.8M | 509% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -0.65 | 4.73 | -14% |
| Returns for 3 years | 33.28 | 41.59 | 80% |
| Returns for 5 years | 9.90 | 24.05 | 41% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers