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CSSAX vs WCMLX
CSSAX vs WCMLX Comparison
Open Charts CSSAX vs WCMLX
Carillon Chartwell Small Cap A
Price$26.65
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets204.47M
WCM Small Cap Growth Institutional
Price$12.18
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets42.84M
CSSAX vs WCMLX Comparison Chart
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CSSAX vs. WCMLX commentary
Jun 06, 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 StrongBuy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CSSAX has more cash in the bank: 204M vs. WCMLX (42.8M). 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 : -1.30 vs. CSSAX (-6.88). WCMLX return over 5 years is better than : 13.74 vs. CSSAX (-5.93).
| 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 | -7.270 | -5.365 | 135% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 204M | 42.8M | 477% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -6.88 | -1.30 | 530% |
| Returns for 3 years | 0.45 | 12.58 | 4% |
| Returns for 5 years | -5.93 | 13.74 | -43% |
| Returns for 10 years | N/A | N/A | - |
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