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CSSAX vs WCMNX
CSSAX vs WCMNX Comparison
Open Charts CSSAX vs WCMNX
Carillon Chartwell Small Cap A
Price$29.46
Change-$0.12 (-0.41%)
VolumeN/A
Net Assets221.79M
WCM Small Cap Growth Investor
Price$13.17
Change-$0.04 (-0.30%)
VolumeN/A
Net Assets45.11M
CSSAX vs WCMNX Comparison Chart in %
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CSSAX vs. WCMNX 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 WCMNX is a Hold.
FUNDAMENTALS
Fundamentals
CSSAX has more cash in the bank: 222M vs. WCMNX (45.1M). 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 : 4.68 vs. CSSAX (-2.22). WCMNX return over 5 years is better than : 17.84 vs. CSSAX (2.19).
| 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 | 2.470 | 4.098 | 60% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 222M | 45.1M | 492% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -2.22 | 4.68 | -48% |
| Returns for 3 years | 17.89 | 24.86 | 72% |
| Returns for 5 years | 2.19 | 17.84 | 12% |
| Returns for 10 years | N/A | N/A | - |
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