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CSSVX vs WCMNX
CSSVX vs WCMNX Comparison
Open Charts CSSVX vs WCMNX
Carillon Chartwell Small Cap R-6
Price$23.37
Change-$1.28 (-5.19%)
VolumeN/A
Net Assets198.89M
WCM Small Cap Growth Investor
Price$10.17
Change-$0.49 (-4.60%)
VolumeN/A
Net Assets38.5M
CSSVX vs WCMNX Comparison Chart
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CSSVX vs. WCMNX commentary
Apr 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 Hold and WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CSSVX has more cash in the bank: 199M vs. WCMNX (38.5M). CSSVX (0.00) and WCMNX (0.00) have matching dividends . CSSVX was incepted earlier than WCMNX: CSSVX (7 years) vs WCMNX (5 years). WCMNX (2.11) is less costly to investors than CSSVX (0.86). WCMNX is a more actively managed with annual turnover of: 48.00 vs. CSSVX (7.00). CSSVX has a lower initial minimum investment than WCMNX: CSSVX (0) vs WCMNX (1000). CSSVX annual gain was more profitable for investors over the last year : -11.55 vs. WCMNX (-15.73). WCMNX return over 5 years is better than : 49.09 vs. CSSVX (28.90).
| CSSVX | WCMNX | CSSVX / WCMNX | |
| Total Expense Ratio | 0.85 | 1.24 | 69% |
| Annual Report Gross Expense Ratio | 0.86 | 2.11 | 41% |
| Fund Existence | 7 years | 5 years | - |
| Gain YTD | -16.638 | -15.997 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 199M | 38.5M | 517% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -11.55 | -15.73 | 73% |
| Returns for 3 years | -15.32 | -12.12 | 126% |
| Returns for 5 years | 28.90 | 49.09 | 59% |
| Returns for 10 years | N/A | N/A | - |
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