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CWSGX vs WCMLX
CWSGX vs WCMLX Comparison
Open Charts CWSGX vs WCMLX
Carillon Chartwell Small Cap Growth I
Price$17.50
Change+$0.07 (+0.40%)
VolumeN/A
Net Assets32.97M
WCM Small Cap Growth Institutional
Price$13.46
Change+$0.08 (+0.60%)
VolumeN/A
Net Assets41.83M
CWSGX vs WCMLX Comparison Chart
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CWSGX vs. WCMLX commentary
Jan 19, 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: 41.8M vs. CWSGX (33M). CWSGX (0.00) and WCMLX (0.00) have matching dividends . CWSGX was incepted earlier than WCMLX: CWSGX (8 years) vs WCMLX (5 years). 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 : 35.81 vs. WCMLX (11.89). CWSGX return over 5 years is better than : 34.36 vs. WCMLX (23.03).
| CWSGX | WCMLX | CWSGX / WCMLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 5 years | - |
| Gain YTD | 3.612 | 4.666 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33M | 41.8M | 79% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 35.81 | 11.89 | 301% |
| Returns for 3 years | 23.19 | 7.77 | 299% |
| Returns for 5 years | 34.36 | 23.03 | 149% |
| Returns for 10 years | N/A | N/A | - |
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