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CWSGX vs WCMNX
CWSGX vs WCMNX Comparison
Open Charts CWSGX vs WCMNX
Carillon Chartwell Small Cap Growth I
Price$18.43
Change+$0.19 (+1.04%)
VolumeN/A
Net Assets101.78M
WCM Small Cap Growth Investor
Price$12.96
Change+$0.07 (+0.54%)
VolumeN/A
Net Assets41.26M
CWSGX vs WCMNX Comparison Chart in %
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CWSGX vs. WCMNX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
CWSGX has more cash in the bank: 102M vs. WCMNX (41.3M). CWSGX pays higher dividends than WCMNX: CWSGX (2.03) 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 : -0.44 vs. WCMNX (-3.30). CWSGX return over 5 years is better than : 12.73 vs. WCMNX (-2.13).
| 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 | 7.993 | 1.576 | 507% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 102M | 41.3M | 247% |
| Annual Yield % from dividends | 2.03 | 0.00 | - |
| Returns for 1 year | -0.44 | -3.30 | 13% |
| Returns for 3 years | 59.19 | 20.47 | 289% |
| Returns for 5 years | 12.73 | -2.13 | -599% |
| Returns for 10 years | N/A | N/A | - |
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