CSSVX
Price
$33.57
Change
+$0.77 (+2.35%)
Updated
Oct 24 closing price
Net Assets
238.5M
WCMLX
Price
$14.29
Change
+$0.16 (+1.13%)
Updated
Oct 24 closing price
Net Assets
45.03M
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CSSVX vs WCMLX

Header iconCSSVX vs WCMLX Comparison
Open Charts CSSVX vs WCMLXBanner chart's image
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.

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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).
CSSVXWCMLXCSSVX / WCMLX
Total Expense Ratio0.850.9986%
Annual Report Gross Expense Ratio0.851.7947%
Fund Existence8 years6 years-
Gain YTD13.52711.120122%
Front LoadN/AN/A-
Min. Initial Investment0100000-
Min. Initial Investment IRAN/AN/A-
Net Assets239M45M531%
Annual Yield % from dividends0.000.00-
Returns for 1 year5.678.5067%
Returns for 3 years31.8037.2785%
Returns for 5 years6.4616.7539%
Returns for 10 yearsN/AN/A-
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