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CSSAX vs WCMNX
CSSAX vs WCMNX Comparison
Open Charts CSSAX vs WCMNX
Carillon Chartwell Small Cap A
Price$25.49
Change+$0.36 (+1.43%)
VolumeN/A
Net Assets194.04M
WCM Small Cap Growth Investor
Price$11.64
Change+$0.13 (+1.13%)
VolumeN/A
Net Assets42.14M
CSSAX vs WCMNX Comparison Chart
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CSSAX vs. WCMNX commentary
May 09, 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CSSAX has more cash in the bank: 194M vs. WCMNX (42.1M). CSSAX (0.00) and WCMNX (0.00) have matching dividends . CSSAX was incepted earlier than WCMNX: CSSAX (7 years) vs WCMNX (6 years). WCMNX (2.11) is less costly to investors than CSSAX (1.20). WCMNX is a more actively managed with annual turnover of: 83.00 vs. CSSAX (27.00). CSSAX (1000) and WCMNX (1000) have matching initial minimum investment requirements. CSSAX (-7.07) and WCMNX (-7.10) have marching annual gain over last year. WCMNX return over 5 years is better than : 19.77 vs. CSSAX (2.00).
| CSSAX | WCMNX | CSSAX / WCMNX | |
| Total Expense Ratio | 1.20 | 1.24 | 97% |
| Annual Report Gross Expense Ratio | 1.20 | 2.11 | 57% |
| Fund Existence | 7 years | 6 years | - |
| Gain YTD | -11.339 | -9.299 | 122% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 194M | 42.1M | 461% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -7.07 | -7.10 | 100% |
| Returns for 3 years | 2.33 | 14.99 | 16% |
| Returns for 5 years | 2.00 | 19.77 | 10% |
| Returns for 10 years | N/A | N/A | - |
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