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CSSAX vs WCMNX
CSSAX vs WCMNX Comparison
Open Charts CSSAX vs WCMNX
Carillon Chartwell Small Cap A
Price$26.65
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets204.47M
WCM Small Cap Growth Investor
Price$12.01
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets42.84M
CSSAX vs WCMNX Comparison Chart
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CSSAX vs. WCMNX commentary
Jun 06, 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 StrongBuy and WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CSSAX has more cash in the bank: 204M vs. WCMNX (42.8M). 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 : -1.48 vs. CSSAX (-6.88). WCMNX return over 5 years is better than : 12.35 vs. CSSAX (-5.93).
| 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 | -7.270 | -5.359 | 136% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 204M | 42.8M | 477% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -6.88 | -1.48 | 466% |
| Returns for 3 years | 0.45 | 11.82 | 4% |
| Returns for 5 years | -5.93 | 12.35 | -48% |
| Returns for 10 years | N/A | N/A | - |
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