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CWSGX vs WCMLX
CWSGX vs WCMLX Comparison
Open Charts CWSGX vs WCMLX
Carillon Chartwell Small Cap Growth I
Price$16.78
Change+$0.17 (+1.02%)
VolumeN/A
Net Assets64.7M
WCM Small Cap Growth Institutional
Price$12.62
Change+$0.13 (+1.04%)
VolumeN/A
Net Assets42.17M
CWSGX vs WCMLX Comparison Chart in %
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CWSGX vs. WCMLX commentary
Jul 03, 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 CWSGX is a Buy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWSGX has more cash in the bank: 64.7M vs. WCMLX (42.2M). CWSGX pays higher dividends than WCMLX: CWSGX (2.33) vs WCMLX (0.00). CWSGX was incepted earlier than WCMLX: CWSGX (8 years) vs WCMLX (6 years). CWSGX (2.09) is less costly to investors than WCMLX (1.79). WCMLX is a more actively managed with annual turnover of: 83.00 vs. CWSGX (60.00). CWSGX has a lower initial minimum investment than WCMLX: CWSGX (1000) vs WCMLX (100000). CWSGX annual gain was more profitable for investors over the last year : 8.77 vs. WCMLX (0.97). CWSGX return over 5 years is better than : 31.30 vs. WCMLX (19.52).
| CWSGX | WCMLX | CWSGX / WCMLX | |
| Total Expense Ratio | 0.95 | 0.99 | 96% |
| Annual Report Gross Expense Ratio | 2.09 | 1.79 | 117% |
| Fund Existence | 8 years | 6 years | - |
| Gain YTD | -0.651 | -2.877 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 64.7M | 42.2M | 153% |
| Annual Yield % from dividends | 2.33 | 0.00 | - |
| Returns for 1 year | 8.77 | 0.97 | 904% |
| Returns for 3 years | 51.49 | 23.54 | 219% |
| Returns for 5 years | 31.30 | 19.52 | 160% |
| Returns for 10 years | N/A | N/A | - |
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