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CSSVX vs WCMLX
CSSVX vs WCMLX Comparison
Open Charts CSSVX vs WCMLX
Carillon Chartwell Small Cap R-6
Price$33.57
Change+$0.77 (+2.35%)
VolumeN/A
Net Assets238.5M
WCM Small Cap Growth Institutional
Price$14.29
Change+$0.16 (+1.13%)
VolumeN/A
Net Assets45.03M
CSSVX vs WCMLX Comparison Chart in %
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CSSVX vs. WCMLX commentary
Oct 27, 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 CSSVX is a Hold and WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
CSSVX has more cash in the bank: 239M vs. WCMLX (45M). CSSVX (0.00) and WCMLX (0.00) have matching dividends . CSSVX was incepted earlier than WCMLX: CSSVX (8 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than CSSVX (0.85). WCMLX is a more actively managed with annual turnover of: 83.00 vs. CSSVX (27.00). CSSVX has a lower initial minimum investment than WCMLX: CSSVX (0) vs WCMLX (100000). WCMLX annual gain was more profitable for investors over the last year : 8.50 vs. CSSVX (5.67). WCMLX return over 5 years is better than : 16.75 vs. CSSVX (6.46).
| CSSVX | WCMLX | CSSVX / WCMLX | |
| Total Expense Ratio | 0.85 | 0.99 | 86% |
| Annual Report Gross Expense Ratio | 0.85 | 1.79 | 47% |
| Fund Existence | 8 years | 6 years | - |
| Gain YTD | 13.527 | 11.120 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 239M | 45M | 531% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 5.67 | 8.50 | 67% |
| Returns for 3 years | 31.80 | 37.27 | 85% |
| Returns for 5 years | 6.46 | 16.75 | 39% |
| Returns for 10 years | N/A | N/A | - |
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