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CSSJX vs WCMLX
CSSJX vs WCMLX Comparison
Open Charts CSSJX vs WCMLX
Carillon Chartwell Small Cap C
Price$24.77
Change-$0.46 (-1.82%)
VolumeN/A
Net Assets206.57M
WCM Small Cap Growth Institutional
Price$11.97
Change-$0.22 (-1.80%)
VolumeN/A
Net Assets41.48M
CSSJX vs WCMLX Comparison Chart
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CSSJX vs. WCMLX commentary
Jun 14, 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: 207M vs. WCMLX (41.5M). CSSJX (0.00) and WCMLX (0.00) have matching dividends . CSSJX was incepted earlier than WCMLX: CSSJX (8 years) vs WCMLX (6 years). CSSJX (1.88) and WCMLX (1.79) 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 : -1.53 vs. CSSJX (-5.36). WCMLX return over 5 years is better than : 23.01 vs. CSSJX (-1.45).
| CSSJX | WCMLX | CSSJX / WCMLX | |
| Total Expense Ratio | 1.88 | 0.99 | 190% |
| Annual Report Gross Expense Ratio | 1.88 | 1.79 | 105% |
| Fund Existence | 8 years | 6 years | - |
| Gain YTD | -6.347 | -5.210 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 207M | 41.5M | 499% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -5.36 | -1.53 | 349% |
| Returns for 3 years | 9.32 | 26.98 | 35% |
| Returns for 5 years | -1.45 | 23.01 | -6% |
| Returns for 10 years | N/A | N/A | - |
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