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CSSAX vs WCMLX
CSSAX vs WCMLX Comparison
Open Charts CSSAX vs WCMLX
Carillon Chartwell Small Cap A
Price$24.08
Change+$0.13 (+0.54%)
VolumeN/A
Net Assets195.75M
WCM Small Cap Growth Institutional
Price$10.81
Change+$0.10 (+0.93%)
VolumeN/A
Net Assets38.8M
CSSAX vs WCMLX Comparison Chart
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CSSAX vs. WCMLX commentary
Apr 18, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CSSAX has more cash in the bank: 196M vs. WCMLX (38.8M). CSSAX (0.00) and WCMLX (0.00) have matching dividends . CSSAX was incepted earlier than WCMLX: CSSAX (7 years) vs WCMLX (5 years). WCMLX (1.86) is less costly to investors than CSSAX (1.20). WCMLX is a more actively managed with annual turnover of: 48.00 vs. CSSAX (7.00). CSSAX has a lower initial minimum investment than WCMLX: CSSAX (1000) vs WCMLX (100000). CSSAX annual gain was more profitable for investors over the last year : -6.85 vs. WCMLX (-12.36). WCMLX return over 5 years is better than : 23.25 vs. CSSAX (7.07).
| 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 | 5 years | - |
| Gain YTD | -16.243 | -16.719 | 97% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 196M | 38.8M | 505% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -6.85 | -12.36 | 55% |
| Returns for 3 years | -13.04 | -8.07 | 162% |
| Returns for 5 years | 7.07 | 23.25 | 30% |
| Returns for 10 years | N/A | N/A | - |
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