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CSSAX vs WCMNX
CSSAX vs WCMNX Comparison
Open Charts CSSAX vs WCMNX
Carillon Chartwell Small Cap A
Price$30.44
Change-$0.32 (-1.04%)
VolumeN/A
Net Assets228.07M
WCM Small Cap Growth Investor
Price$13.41
Change-$0.10 (-0.74%)
VolumeN/A
Net Assets44.78M
CSSAX vs WCMNX Comparison Chart in %
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CSSAX vs. WCMNX commentary
Sep 26, 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 WCMNX is a Hold.
FUNDAMENTALS
Fundamentals
CSSAX has more cash in the bank: 228M vs. WCMNX (44.8M). CSSAX (0.00) and WCMNX (0.00) have matching dividends . CSSAX was incepted earlier than WCMNX: CSSAX (8 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than CSSAX (1.14). 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. WCMNX annual gain was more profitable for investors over the last year : 4.40 vs. CSSAX (-0.65). WCMNX return over 5 years is better than : 22.37 vs. CSSAX (9.90).
| CSSAX | WCMNX | CSSAX / WCMNX | |
| Total Expense Ratio | 1.14 | 1.24 | 92% |
| Annual Report Gross Expense Ratio | 1.14 | 2.04 | 56% |
| Fund Existence | 8 years | 6 years | - |
| Gain YTD | 6.991 | 6.462 | 108% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 228M | 44.8M | 509% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -0.65 | 4.40 | -15% |
| Returns for 3 years | 33.28 | 40.44 | 82% |
| Returns for 5 years | 9.90 | 22.37 | 44% |
| Returns for 10 years | N/A | N/A | - |
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