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CWSGX vs WCMNX
CWSGX vs WCMNX Comparison
Open Charts CWSGX vs WCMNX
Carillon Chartwell Small Cap Growth I
Price$17.13
Change-$0.10 (-0.58%)
VolumeN/A
Net Assets91.31M
WCM Small Cap Growth Investor
Price$12.99
Change-$0.08 (-0.61%)
VolumeN/A
Net Assets44.37M
CWSGX vs WCMNX Comparison Chart in %
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CWSGX vs. WCMNX commentary
Aug 16, 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWSGX has more cash in the bank: 91.3M vs. WCMNX (44.4M). CWSGX pays higher dividends than WCMNX: CWSGX (2.28) 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 : 6.84 vs. WCMNX (3.57). CWSGX return over 5 years is better than : 20.00 vs. WCMNX (16.70).
| 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 | 1.421 | 2.994 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 91.3M | 44.4M | 206% |
| Annual Yield % from dividends | 2.28 | 0.00 | - |
| Returns for 1 year | 6.84 | 3.57 | 192% |
| Returns for 3 years | 33.14 | 9.19 | 361% |
| Returns for 5 years | 20.00 | 16.70 | 120% |
| Returns for 10 years | N/A | N/A | - |
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