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CSSVX vs WCMNX
CSSVX vs WCMNX Comparison
Open Charts CSSVX vs WCMNX
Carillon Chartwell Small Cap R-6
Price$26.65
Change-$0.65 (-2.38%)
VolumeN/A
Net Assets204.2M
WCM Small Cap Growth Investor
Price$11.76
Change-$0.36 (-2.97%)
VolumeN/A
Net Assets43.65M
CSSVX vs WCMNX Comparison Chart
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CSSVX vs. WCMNX commentary
May 22, 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CSSVX has more cash in the bank: 204M vs. WCMNX (43.7M). CSSVX (0.00) and WCMNX (0.00) have matching dividends . CSSVX was incepted earlier than WCMNX: CSSVX (8 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than CSSVX (0.85). WCMNX is a more actively managed with annual turnover of: 83.00 vs. CSSVX (27.00). CSSVX has a lower initial minimum investment than WCMNX: CSSVX (0) vs WCMNX (1000). WCMNX annual gain was more profitable for investors over the last year : -3.19 vs. CSSVX (-7.50). WCMNX return over 5 years is better than : 20.72 vs. CSSVX (2.99).
| CSSVX | WCMNX | CSSVX / WCMNX | |
| Total Expense Ratio | 0.85 | 1.24 | 69% |
| Annual Report Gross Expense Ratio | 0.85 | 2.04 | 42% |
| Fund Existence | 8 years | 6 years | - |
| Gain YTD | -9.875 | -4.492 | 220% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 204M | 43.7M | 467% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -7.50 | -3.19 | 235% |
| Returns for 3 years | 3.78 | 18.59 | 20% |
| Returns for 5 years | 2.99 | 20.72 | 14% |
| Returns for 10 years | N/A | N/A | - |
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