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CSSJX vs WCMNX
CSSJX vs WCMNX Comparison
Open Charts CSSJX vs WCMNX
Carillon Chartwell Small Cap C
Price$23.82
Change+$0.33 (+1.40%)
VolumeN/A
Net Assets194.04M
WCM Small Cap Growth Investor
Price$11.64
Change+$0.13 (+1.13%)
VolumeN/A
Net Assets42.14M
CSSJX vs WCMNX Comparison Chart
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CSSJX vs. WCMNX 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CSSJX has more cash in the bank: 194M vs. WCMNX (42.1M). CSSJX (0.00) and WCMNX (0.00) have matching dividends . CSSJX was incepted earlier than WCMNX: CSSJX (7 years) vs WCMNX (6 years). WCMNX (2.11) is less costly to investors than CSSJX (1.94). WCMNX is a more actively managed with annual turnover of: 83.00 vs. CSSJX (27.00). CSSJX (1000) and WCMNX (1000) have matching initial minimum investment requirements. WCMNX annual gain was more profitable for investors over the last year : -7.10 vs. CSSJX (-7.75). WCMNX return over 5 years is better than : 19.77 vs. CSSJX (-2.74).
| CSSJX | WCMNX | CSSJX / WCMNX | |
| Total Expense Ratio | 1.94 | 1.24 | 156% |
| Annual Report Gross Expense Ratio | 1.94 | 2.11 | 92% |
| Fund Existence | 7 years | 6 years | - |
| Gain YTD | -11.581 | -9.299 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| 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 | -7.10 | 109% |
| Returns for 3 years | -0.08 | 14.99 | -1% |
| Returns for 5 years | -2.74 | 19.77 | -14% |
| Returns for 10 years | N/A | N/A | - |