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CWSGX vs WCMLX
CWSGX vs WCMLX Comparison
Open Charts CWSGX vs WCMLX
Carillon Chartwell Small Cap Growth I
Price$14.95
Change+$0.07 (+0.47%)
VolumeN/A
Net Assets51.77M
WCM Small Cap Growth Institutional
Price$11.25
Change-$0.03 (-0.27%)
VolumeN/A
Net Assets40.18M
CWSGX vs WCMLX Comparison Chart
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CWSGX vs. WCMLX commentary
Apr 28, 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: 51.8M vs. WCMLX (40.2M). CWSGX pays higher dividends than WCMLX: CWSGX (2.59) vs WCMLX (0.00). CWSGX was incepted earlier than WCMLX: CWSGX (8 years) vs WCMLX (6 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 : 3.53 vs. WCMLX (-8.09). CWSGX return over 5 years is better than : 35.52 vs. WCMLX (28.13).
| 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 | 6 years | - |
| Gain YTD | -11.486 | -12.519 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 51.8M | 40.2M | 129% |
| Annual Yield % from dividends | 2.59 | 0.00 | - |
| Returns for 1 year | 3.53 | -8.09 | -44% |
| Returns for 3 years | 17.99 | 0.72 | 2,512% |
| Returns for 5 years | 35.52 | 28.13 | 126% |
| Returns for 10 years | N/A | N/A | - |
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