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CSSVX vs WCMLX
CSSVX vs WCMLX Comparison
Open Charts CSSVX vs WCMLX
Carillon Chartwell Small Cap R-6
Price$29.73
Change+$0.57 (+1.95%)
VolumeN/A
Net Assets217.46M
WCM Small Cap Growth Institutional
Price$13.01
Change-$0.07 (-0.54%)
VolumeN/A
Net Assets44.19M
CSSVX vs WCMLX Comparison Chart in %
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CSSVX vs. WCMLX commentary
Aug 06, 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 Buy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CSSVX has more cash in the bank: 217M vs. WCMLX (44.2M). 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 : 4.05 vs. CSSVX (-2.67). WCMLX return over 5 years is better than : 15.25 vs. CSSVX (-3.55).
| 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 | -1.387 | -0.078 | 1,783% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 217M | 44.2M | 491% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -2.67 | 4.05 | -66% |
| Returns for 3 years | 3.88 | 11.35 | 34% |
| Returns for 5 years | -3.55 | 15.25 | -23% |
| Returns for 10 years | N/A | N/A | - |
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