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CSSJX vs WCMLX
CSSJX vs WCMLX Comparison
Open Charts CSSJX vs WCMLX
Carillon Chartwell Small Cap C
Price$23.82
Change+$0.33 (+1.40%)
VolumeN/A
Net Assets194.04M
WCM Small Cap Growth Institutional
Price$11.80
Change+$0.13 (+1.11%)
VolumeN/A
Net Assets42.14M
CSSJX vs WCMLX Comparison Chart
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CSSJX vs. WCMLX commentary
May 09, 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 Buy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CSSJX has more cash in the bank: 194M vs. WCMLX (42.1M). CSSJX (0.00) and WCMLX (0.00) have matching dividends . CSSJX was incepted earlier than WCMLX: CSSJX (7 years) vs WCMLX (6 years). CSSJX (1.94) and WCMLX (1.86) have similar cost to investors . WCMLX is a more actively managed with annual turnover of: 83.00 vs. CSSJX (27.00). CSSJX has a lower initial minimum investment than WCMLX: CSSJX (1000) vs WCMLX (100000). WCMLX annual gain was more profitable for investors over the last year : -6.86 vs. CSSJX (-7.75). WCMLX return over 5 years is better than : 21.31 vs. CSSJX (-2.74).
| 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 | 6 years | - |
| Gain YTD | -11.581 | -9.253 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 194M | 42.1M | 461% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -7.75 | -6.86 | 113% |
| Returns for 3 years | -0.08 | 15.89 | -1% |
| Returns for 5 years | -2.74 | 21.31 | -13% |
| Returns for 10 years | N/A | N/A | - |