Interact to see
Advertisement
Advertisement
CSSAX vs WCMLX
CSSAX vs WCMLX Comparison
Open Charts CSSAX vs WCMLX
Carillon Chartwell Small Cap A
Price$31.11
Change+$0.33 (+1.07%)
VolumeN/A
Net Assets224.13M
WCM Small Cap Growth Institutional
Price$13.15
Change+$0.06 (+0.46%)
VolumeN/A
Net Assets41.26M
CSSAX vs WCMLX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CSSAX vs. WCMLX commentary
Nov 20, 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: 224M vs. WCMLX (41.3M). 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 : -3.04 vs. CSSAX (-5.35). WCMLX return over 5 years is better than : -0.83 vs. CSSAX (-9.26).
| 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 | 7.061 | 1.788 | 395% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 224M | 41.3M | 542% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -5.35 | -3.04 | 176% |
| Returns for 3 years | 18.84 | 21.43 | 88% |
| Returns for 5 years | -9.26 | -0.83 | 1,111% |
| Returns for 10 years | N/A | N/A | - |