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CWSGX vs WCMNX
CWSGX vs WCMNX Comparison
Open Charts CWSGX vs WCMNX
Carillon Chartwell Small Cap Growth I
Price$15.37
Change-$0.07 (-0.45%)
VolumeN/A
Net Assets57.64M
WCM Small Cap Growth Investor
Price$11.74
Change-$0.02 (-0.17%)
VolumeN/A
Net Assets42.34M
CWSGX vs WCMNX Comparison Chart
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CWSGX vs. WCMNX 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWSGX has more cash in the bank: 57.6M vs. WCMNX (42.3M). CWSGX pays higher dividends than WCMNX: CWSGX (2.59) vs WCMNX (0.00). CWSGX was incepted earlier than WCMNX: CWSGX (8 years) vs WCMNX (6 years). CWSGX (2.09) and WCMNX (2.04) have similar cost to investors . WCMNX is a more actively managed with annual turnover of: 83.00 vs. CWSGX (60.00). CWSGX (1000) and WCMNX (1000) have matching initial minimum investment requirements. CWSGX annual gain was more profitable for investors over the last year : 0.85 vs. WCMNX (-5.47). CWSGX return over 5 years is better than : 25.51 vs. WCMNX (17.13).
| CWSGX | WCMNX | CWSGX / WCMNX | |
| Total Expense Ratio | 0.95 | 1.24 | 77% |
| Annual Report Gross Expense Ratio | 2.09 | 2.04 | 102% |
| Fund Existence | 8 years | 6 years | - |
| Gain YTD | -8.585 | -7.329 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| 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 | -5.47 | -16% |
| Returns for 3 years | 29.56 | 15.07 | 196% |
| Returns for 5 years | 25.51 | 17.13 | 149% |
| Returns for 10 years | N/A | N/A | - |
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