Interact to see
Advertisement
Advertisement
CSSVX vs WCMLX
CSSVX vs WCMLX Comparison
Open Charts CSSVX vs WCMLX
Carillon Chartwell Small Cap R-6
Price$31.75
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets224.25M
WCM Small Cap Growth Institutional
Price$13.09
Change+$0.05 (+0.38%)
VolumeN/A
Net Assets41.13M
CSSVX vs WCMLX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CSSVX vs. WCMLX commentary
Nov 20, 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: 224M vs. WCMLX (41.1M). 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 : -2.18 vs. CSSVX (-3.85). WCMLX return over 5 years is better than : -0.99 vs. CSSVX (-7.00).
| 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 | 7.339 | 1.400 | 524% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 224M | 41.1M | 545% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -3.85 | -2.18 | 177% |
| Returns for 3 years | 20.09 | 20.96 | 96% |
| Returns for 5 years | -7.00 | -0.99 | 709% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers