CWSGX
Price
$16.98
Change
+$0.23 (+1.37%)
Updated
Jul 25 closing price
Net Assets
89.07M
WCMNX
Price
$12.92
Change
+$0.15 (+1.17%)
Updated
Jul 25 closing price
Net Assets
44.18M
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CWSGX vs WCMNX

Header iconCWSGX vs WCMNX Comparison
Open Charts CWSGX vs WCMNXBanner chart's image
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.

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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).
CWSGXWCMNXCWSGX / WCMNX
Total Expense Ratio0.951.2477%
Annual Report Gross Expense Ratio2.092.04102%
Fund Existence8 years6 years-
Gain YTD0.5331.81229%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets89.1M44.2M202%
Annual Yield % from dividends2.330.00-
Returns for 1 year7.811.17665%
Returns for 3 years47.3122.58210%
Returns for 5 years28.5422.93124%
Returns for 10 yearsN/AN/A-
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