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CWSGX vs WCMNX
CWSGX vs WCMNX Comparison
Open Charts CWSGX vs WCMNX
Carillon Chartwell Small Cap Growth I
Price$16.41
Change-$0.55 (-3.24%)
VolumeN/A
Net Assets36.22M
WCM Small Cap Growth Investor
Price$12.50
Change-$0.40 (-3.10%)
VolumeN/A
Net Assets40.21M
CWSGX vs WCMNX Comparison Chart
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CWSGX vs. WCMNX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
WCMNX has more cash in the bank: 40.2M vs. CWSGX (36.2M). CWSGX (0.00) and WCMNX (0.00) have matching dividends . CWSGX was incepted earlier than WCMNX: CWSGX (8 years) vs WCMNX (5 years). 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 : 16.32 vs. WCMNX (1.49). CWSGX return over 5 years is better than : 23.95 vs. WCMNX (17.49).
| CWSGX | WCMNX | CWSGX / WCMNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 5 years | - |
| Gain YTD | -2.842 | 1.655 | -172% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.2M | 40.2M | 90% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 16.32 | 1.49 | 1,092% |
| Returns for 3 years | 19.72 | 9.79 | 202% |
| Returns for 5 years | 23.95 | 17.49 | 137% |
| Returns for 10 years | N/A | N/A | - |
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