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CWSGX vs WCMNX
CWSGX vs WCMNX Comparison
Open Charts CWSGX vs WCMNX
Carillon Chartwell Small Cap Growth I
Price$16.78
Change+$0.17 (+1.02%)
VolumeN/A
Net Assets64.7M
WCM Small Cap Growth Investor
Price$12.44
Change+$0.13 (+1.06%)
VolumeN/A
Net Assets42.17M
CWSGX vs WCMNX Comparison Chart in %
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CWSGX vs. WCMNX commentary
Jul 03, 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: 64.7M vs. WCMNX (42.2M). 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 : 8.77 vs. WCMNX (0.74). CWSGX return over 5 years is better than : 31.30 vs. WCMNX (17.91).
| 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 | -0.651 | -2.994 | 22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 64.7M | 42.2M | 153% |
| Annual Yield % from dividends | 2.33 | 0.00 | - |
| Returns for 1 year | 8.77 | 0.74 | 1,191% |
| Returns for 3 years | 51.49 | 22.61 | 228% |
| Returns for 5 years | 31.30 | 17.91 | 175% |
| Returns for 10 years | N/A | N/A | - |