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CWSGX vs WCMLX
CWSGX vs WCMLX Comparison
Open Charts CWSGX vs WCMLX
Carillon Chartwell Small Cap Growth I
Price$16.41
Change-$0.55 (-3.24%)
VolumeN/A
Net Assets36.22M
WCM Small Cap Growth Institutional
Price$12.67
Change-$0.41 (-3.13%)
VolumeN/A
Net Assets40.21M
CWSGX vs WCMLX Comparison Chart
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CWSGX vs. WCMLX commentary
Feb 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 Hold and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMLX has more cash in the bank: 40.2M vs. CWSGX (36.2M). 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 : 16.32 vs. WCMLX (-1.40). CWSGX return over 5 years is better than : 23.95 vs. WCMLX (15.29).
| 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 | -2.842 | -1.477 | 192% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.2M | 40.2M | 90% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 16.32 | -1.40 | -1,165% |
| Returns for 3 years | 19.72 | 7.19 | 274% |
| Returns for 5 years | 23.95 | 15.29 | 157% |
| Returns for 10 years | N/A | N/A | - |
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