Interact to see
Advertisement
Advertisement
CWSGX vs WCMLX
CWSGX vs WCMLX Comparison
Open Charts CWSGX vs WCMLX
Carillon Chartwell Small Cap Growth I
Price$15.37
Change-$0.07 (-0.45%)
VolumeN/A
Net Assets57.64M
WCM Small Cap Growth Institutional
Price$11.91
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets42.34M
CWSGX vs WCMLX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CWSGX vs. WCMLX commentary
May 23, 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: 57.6M vs. WCMLX (42.3M). 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 (2.09) 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 : 0.85 vs. WCMLX (-5.25). CWSGX return over 5 years is better than : 25.51 vs. WCMLX (18.61).
| 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 | -8.585 | -7.309 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 57.6M | 42.3M | 136% |
| Annual Yield % from dividends | 2.59 | 0.00 | - |
| Returns for 1 year | 0.85 | -5.25 | -16% |
| Returns for 3 years | 29.56 | 15.95 | 185% |
| Returns for 5 years | 25.51 | 18.61 | 137% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement