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CWSGX vs WCMLX
CWSGX vs WCMLX Comparison
Open Charts CWSGX vs WCMLX
Carillon Chartwell Small Cap Growth I
Price$15.24
Change+$0.31 (+2.08%)
VolumeN/A
Net Assets39.03M
WCM Small Cap Growth Institutional
Price$10.81
Change-$0.86 (-7.37%)
VolumeN/A
Net Assets41.58M
CWSGX vs WCMLX Comparison Chart
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CWSGX vs. WCMLX commentary
Apr 04, 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 Hold and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMLX has more cash in the bank: 41.6M vs. CWSGX (39M). CWSGX pays higher dividends than WCMLX: CWSGX (2.59) vs WCMLX (0.00). CWSGX was incepted earlier than WCMLX: CWSGX (8 years) vs WCMLX (5 years). CWSGX (2.24) is less costly to investors than WCMLX (1.86). CWSGX is a more actively managed with annual turnover of: 72.00 vs. WCMLX (48.00). 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 : 2.35 vs. WCMLX (-11.40). CWSGX (61.13) and WCMLX (59.64) have equivalent 5 years return.
| CWSGX | WCMLX | CWSGX / WCMLX | |
| Total Expense Ratio | 0.95 | 0.99 | 96% |
| Annual Report Gross Expense Ratio | 2.24 | 1.86 | 120% |
| Fund Existence | 8 years | 5 years | - |
| Gain YTD | -9.769 | -11.120 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39M | 41.6M | 94% |
| Annual Yield % from dividends | 2.59 | 0.00 | - |
| Returns for 1 year | 2.35 | -11.40 | -21% |
| Returns for 3 years | 9.78 | -7.82 | -125% |
| Returns for 5 years | 61.13 | 59.64 | 103% |
| Returns for 10 years | N/A | N/A | - |
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