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CWSGX vs WCMLX
CWSGX vs WCMLX Comparison
Open Charts CWSGX vs WCMLX
Carillon Chartwell Small Cap Growth I
Price$17.13
Change-$0.10 (-0.58%)
VolumeN/A
Net Assets91.31M
WCM Small Cap Growth Institutional
Price$13.18
Change-$0.08 (-0.60%)
VolumeN/A
Net Assets44.37M
CWSGX vs WCMLX Comparison Chart in %
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CWSGX vs. WCMLX commentary
Aug 16, 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
CWSGX has more cash in the bank: 91.3M vs. WCMLX (44.4M). CWSGX pays higher dividends than WCMLX: CWSGX (2.28) 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 : 6.84 vs. WCMLX (3.76). CWSGX return over 5 years is better than : 20.00 vs. WCMLX (18.18).
| 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 | 1.421 | 3.110 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 91.3M | 44.4M | 206% |
| Annual Yield % from dividends | 2.28 | 0.00 | - |
| Returns for 1 year | 6.84 | 3.76 | 182% |
| Returns for 3 years | 33.14 | 10.04 | 330% |
| Returns for 5 years | 20.00 | 18.18 | 110% |
| Returns for 10 years | N/A | N/A | - |
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