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CSSAX vs WCMNX
CSSAX vs WCMNX Comparison
Open Charts CSSAX vs WCMNX
Carillon Chartwell Small Cap A
Price$24.08
Change+$0.13 (+0.54%)
VolumeN/A
Net Assets195.75M
WCM Small Cap Growth Investor
Price$10.67
Change+$0.10 (+0.95%)
VolumeN/A
Net Assets38.8M
CSSAX vs WCMNX Comparison Chart
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CSSAX vs. WCMNX commentary
Apr 18, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CSSAX has more cash in the bank: 196M vs. WCMNX (38.8M). CSSAX (0.00) and WCMNX (0.00) have matching dividends . CSSAX was incepted earlier than WCMNX: CSSAX (7 years) vs WCMNX (5 years). WCMNX (2.11) is less costly to investors than CSSAX (1.20). WCMNX is a more actively managed with annual turnover of: 48.00 vs. CSSAX (7.00). CSSAX (1000) and WCMNX (1000) have matching initial minimum investment requirements. CSSAX annual gain was more profitable for investors over the last year : -6.85 vs. WCMNX (-12.50). WCMNX return over 5 years is better than : 21.77 vs. CSSAX (7.07).
| 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 | 5 years | - |
| Gain YTD | -16.243 | -16.706 | 97% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 196M | 38.8M | 505% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -6.85 | -12.50 | 55% |
| Returns for 3 years | -13.04 | -8.72 | 149% |
| Returns for 5 years | 7.07 | 21.77 | 32% |
| Returns for 10 years | N/A | N/A | - |
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