Interact to see
Advertisement
Advertisement
CWSGX vs WCMNX
CWSGX vs WCMNX Comparison
Open Charts CWSGX vs WCMNX
Carillon Chartwell Small Cap Growth I
Price$18.77
Change+$0.21 (+1.13%)
VolumeN/A
Net Assets103.04M
WCM Small Cap Growth Investor
Price$13.69
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets44.16M
CWSGX vs WCMNX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWSGX vs. WCMNX commentary
Oct 07, 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 Hold.
FUNDAMENTALS
Fundamentals
CWSGX has more cash in the bank: 103M vs. WCMNX (44.2M). CWSGX pays higher dividends than WCMNX: CWSGX (2.13) 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 : 8.54 vs. WCMNX (4.66). CWSGX return over 5 years is better than : 17.54 vs. WCMNX (14.56).
| 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 | 9.888 | 7.880 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 103M | 44.2M | 233% |
| Annual Yield % from dividends | 2.13 | 0.00 | - |
| Returns for 1 year | 8.54 | 4.66 | 183% |
| Returns for 3 years | 65.66 | 35.54 | 185% |
| Returns for 5 years | 17.54 | 14.56 | 120% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement