CSSAX
Price
$29.46
Change
-$0.12 (-0.41%)
Updated
Sep 3 closing price
Net Assets
221.79M
WCMLX
Price
$13.37
Change
-$0.04 (-0.30%)
Updated
Sep 3 closing price
Net Assets
45.11M
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CSSAX vs WCMLX

Header iconCSSAX vs WCMLX Comparison
Open Charts CSSAX vs WCMLXBanner chart's image
Carillon Chartwell Small Cap A
Price$29.46
Change-$0.12 (-0.41%)
VolumeN/A
Net Assets221.79M
WCM Small Cap Growth Institutional
Price$13.37
Change-$0.04 (-0.30%)
VolumeN/A
Net Assets45.11M
CSSAX vs WCMLX Comparison Chart in %
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CSSAX vs. WCMLX commentary
Sep 04, 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 Hold.

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FUNDAMENTALS
Fundamentals
CSSAX has more cash in the bank: 222M vs. WCMLX (45.1M). 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 : 4.93 vs. CSSAX (-2.22). WCMLX return over 5 years is better than : 19.41 vs. CSSAX (2.19).
CSSAXWCMLXCSSAX / WCMLX
Total Expense Ratio1.140.99115%
Annual Report Gross Expense Ratio1.141.7964%
Fund Existence8 years6 years-
Gain YTD2.4704.27758%
Front Load5%N/A-
Min. Initial Investment10001000001%
Min. Initial Investment IRAN/AN/A-
Net Assets222M45.1M492%
Annual Yield % from dividends0.000.00-
Returns for 1 year-2.224.93-45%
Returns for 3 years17.8925.8069%
Returns for 5 years2.1919.4111%
Returns for 10 yearsN/AN/A-
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