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CWSGX vs WCMLX
CWSGX vs WCMLX Comparison
Open Charts CWSGX vs WCMLX
Carillon Chartwell Small Cap Growth I
Price$18.77
Change+$0.21 (+1.13%)
VolumeN/A
Net Assets103.04M
WCM Small Cap Growth Institutional
Price$13.89
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets44.16M
CWSGX vs WCMLX Comparison Chart in %
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CWSGX vs. WCMLX commentary
Oct 07, 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 Hold.
FUNDAMENTALS
Fundamentals
CWSGX has more cash in the bank: 103M vs. WCMLX (44.2M). CWSGX pays higher dividends than WCMLX: CWSGX (2.13) 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 : 8.54 vs. WCMLX (4.91). CWSGX return over 5 years is better than : 17.54 vs. WCMLX (16.12).
| 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 | 9.888 | 8.087 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 103M | 44.2M | 233% |
| Annual Yield % from dividends | 2.13 | 0.00 | - |
| Returns for 1 year | 8.54 | 4.91 | 174% |
| Returns for 3 years | 65.66 | 36.54 | 180% |
| Returns for 5 years | 17.54 | 16.12 | 109% |
| Returns for 10 years | N/A | N/A | - |
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