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CSSAX vs WCMLX
CSSAX vs WCMLX Comparison
Open Charts CSSAX vs WCMLX
Carillon Chartwell Small Cap A
Price$27.79
Change-$0.90 (-3.14%)
VolumeN/A
Net Assets248.33M
WCM Small Cap Growth Institutional
Price$12.67
Change-$0.41 (-3.13%)
VolumeN/A
Net Assets40.21M
CSSAX vs WCMLX Comparison Chart
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CSSAX vs. WCMLX commentary
Feb 23, 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: 248M vs. WCMLX (40.2M). CSSAX (0.00) and WCMLX (0.00) have matching dividends . CSSAX was incepted earlier than WCMLX: CSSAX (7 years) vs WCMLX (5 years). 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 : 3.31 vs. WCMLX (1.79). WCMLX return over 5 years is better than : 19.02 vs. CSSAX (-7.03).
| CSSAX | WCMLX | CSSAX / WCMLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 5 years | - |
| Gain YTD | -3.339 | 1.711 | -195% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 248M | 40.2M | 617% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 3.31 | 1.79 | 185% |
| Returns for 3 years | 0.72 | 10.66 | 7% |
| Returns for 5 years | -7.03 | 19.02 | -37% |
| Returns for 10 years | N/A | N/A | - |
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