Ad is loading...
CSSJX vs WCMLX
CSSJX vs WCMLX Comparison
Open Charts CSSJX vs WCMLX
Carillon Chartwell Small Cap C
Price$22.52
Change+$0.13 (+0.58%)
VolumeN/A
Net Assets195.75M
WCM Small Cap Growth Institutional
Price$10.81
Change+$0.10 (+0.93%)
VolumeN/A
Net Assets38.8M
CSSJX vs WCMLX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CSSJX vs. WCMLX 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 CSSJX is a Hold and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CSSJX has more cash in the bank: 196M vs. WCMLX (38.8M). CSSJX (0.00) and WCMLX (0.00) have matching dividends . CSSJX was incepted earlier than WCMLX: CSSJX (7 years) vs WCMLX (5 years). CSSJX (1.94) and WCMLX (1.86) have similar cost to investors . WCMLX is a more actively managed with annual turnover of: 48.00 vs. CSSJX (7.00). CSSJX has a lower initial minimum investment than WCMLX: CSSJX (1000) vs WCMLX (100000). CSSJX annual gain was more profitable for investors over the last year : -7.52 vs. WCMLX (-12.36). WCMLX return over 5 years is better than : 23.25 vs. CSSJX (2.09).
| CSSJX | WCMLX | CSSJX / WCMLX | |
| Total Expense Ratio | 1.94 | 0.99 | 196% |
| Annual Report Gross Expense Ratio | 1.94 | 1.86 | 104% |
| Fund Existence | 7 years | 5 years | - |
| Gain YTD | -16.407 | -16.719 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| 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 | -7.52 | -12.36 | 61% |
| Returns for 3 years | -15.08 | -8.07 | 187% |
| Returns for 5 years | 2.09 | 23.25 | 9% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...