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CWSGX vs WCMNX
CWSGX vs WCMNX Comparison
Open Charts CWSGX vs WCMNX
Carillon Chartwell Small Cap Growth I
Price$14.95
Change+$0.07 (+0.47%)
VolumeN/A
Net Assets51.77M
WCM Small Cap Growth Investor
Price$11.10
Change-$0.02 (-0.18%)
VolumeN/A
Net Assets40.18M
CWSGX vs WCMNX Comparison Chart
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CWSGX vs. WCMNX commentary
Apr 28, 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: 51.8M vs. WCMNX (40.2M). 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 (2.24) is less costly to investors than WCMNX (2.11). CWSGX is a more actively managed with annual turnover of: 72.00 vs. WCMNX (48.00). CWSGX (1000) and WCMNX (1000) have matching initial minimum investment requirements. CWSGX annual gain was more profitable for investors over the last year : 3.53 vs. WCMNX (-8.34). CWSGX return over 5 years is better than : 35.52 vs. WCMNX (26.57).
| CWSGX | WCMNX | CWSGX / WCMNX | |
| Total Expense Ratio | 0.95 | 1.24 | 77% |
| Annual Report Gross Expense Ratio | 2.24 | 2.11 | 106% |
| Fund Existence | 8 years | 6 years | - |
| Gain YTD | -11.486 | -12.530 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 51.8M | 40.2M | 129% |
| Annual Yield % from dividends | 2.59 | 0.00 | - |
| Returns for 1 year | 3.53 | -8.34 | -42% |
| Returns for 3 years | 17.99 | 0.00 | - |
| Returns for 5 years | 35.52 | 26.57 | 134% |
| Returns for 10 years | N/A | N/A | - |
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