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CSSAX vs WCMNX
CSSAX vs WCMNX Comparison
Open Charts CSSAX vs WCMNX
Carillon Chartwell Small Cap A
Price$31.11
Change+$0.33 (+1.07%)
VolumeN/A
Net Assets224.13M
WCM Small Cap Growth Investor
Price$12.96
Change+$0.07 (+0.54%)
VolumeN/A
Net Assets41.26M
CSSAX vs WCMNX Comparison Chart in %
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CSSAX vs. WCMNX commentary
Nov 20, 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: 224M vs. WCMNX (41.3M). 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 : -3.30 vs. CSSAX (-5.35). WCMNX return over 5 years is better than : -2.13 vs. CSSAX (-9.26).
| 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 | 7.061 | 1.576 | 448% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 224M | 41.3M | 542% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -5.35 | -3.30 | 162% |
| Returns for 3 years | 18.84 | 20.47 | 92% |
| Returns for 5 years | -9.26 | -2.13 | 435% |
| Returns for 10 years | N/A | N/A | - |
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