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CWSGX vs WCMNX
CWSGX vs WCMNX Comparison
Open Charts CWSGX vs WCMNX
Carillon Chartwell Small Cap Growth I
Price$16.98
Change+$0.23 (+1.37%)
VolumeN/A
Net Assets89.07M
WCM Small Cap Growth Investor
Price$12.92
Change+$0.15 (+1.17%)
VolumeN/A
Net Assets44.18M
CWSGX vs WCMNX Comparison Chart in %
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CWSGX vs. WCMNX commentary
Jul 27, 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: 89.1M vs. WCMNX (44.2M). CWSGX pays higher dividends than WCMNX: CWSGX (2.33) 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 : 7.81 vs. WCMNX (1.17). CWSGX return over 5 years is better than : 28.54 vs. WCMNX (22.93).
| 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 | 0.533 | 1.812 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 89.1M | 44.2M | 202% |
| Annual Yield % from dividends | 2.33 | 0.00 | - |
| Returns for 1 year | 7.81 | 1.17 | 665% |
| Returns for 3 years | 47.31 | 22.58 | 210% |
| Returns for 5 years | 28.54 | 22.93 | 124% |
| Returns for 10 years | N/A | N/A | - |
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