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CSSAX vs WCMNX
CSSAX vs WCMNX Comparison
Open Charts CSSAX vs WCMNX
Carillon Chartwell Small Cap A
Price$28.45
Change-$0.35 (-1.22%)
VolumeN/A
Net Assets214.39M
WCM Small Cap Growth Investor
Price$12.76
Change-$0.07 (-0.55%)
VolumeN/A
Net Assets43.74M
CSSAX vs WCMNX Comparison Chart in %
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CSSAX vs. WCMNX commentary
Aug 08, 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: 214M vs. WCMNX (43.7M). 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 : 6.30 vs. CSSAX (0.63). WCMNX return over 5 years is better than : 14.45 vs. CSSAX (-3.81).
| 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 | 0.174 | 1.103 | 16% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 214M | 43.7M | 490% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 0.63 | 6.30 | 10% |
| Returns for 3 years | 4.61 | 11.95 | 39% |
| Returns for 5 years | -3.81 | 14.45 | -26% |
| Returns for 10 years | N/A | N/A | - |
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