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CWSGX vs WCMLX
CWSGX vs WCMLX Comparison
Open Charts CWSGX vs WCMLX
Carillon Chartwell Small Cap Growth I
Price$18.29
Change-$0.41 (-2.19%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Institutional
Price$13.33
Change-$0.35 (-2.56%)
VolumeN/A
CapitalizationN/A
CWSGX vs WCMLX Comparison Chart
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CWSGX vs. WCMLX commentary
Nov 18, 2024
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
WCMLX has more cash in the bank: 40.7M vs. CWSGX (28.3M). CWSGX (0.00) and WCMLX (0.00) have matching dividends . CWSGX was incepted earlier than WCMLX: CWSGX (7 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 : 57.27 vs. WCMLX (20.96). CWSGX return over 5 years is better than : 48.78 vs. WCMLX (30.30).
| CWSGX | WCMLX | CWSGX / WCMLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 5 years | - |
| Gain YTD | 38.351 | 8.110 | 473% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.3M | 40.7M | 70% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 57.27 | 20.96 | 273% |
| Returns for 3 years | -13.06 | -17.51 | 75% |
| Returns for 5 years | 48.78 | 30.30 | 161% |
| Returns for 10 years | N/A | N/A | - |
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