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CWSGX vs WCMNX
CWSGX vs WCMNX Comparison
Open Charts CWSGX vs WCMNX
Carillon Chartwell Small Cap Growth I
Price$15.24
Change+$0.31 (+2.08%)
VolumeN/A
Net Assets39.03M
WCM Small Cap Growth Investor
Price$11.51
Change+$0.24 (+2.13%)
VolumeN/A
Net Assets41.58M
CWSGX vs WCMNX Comparison Chart
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CWSGX vs. WCMNX commentary
Apr 04, 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: 41.6M vs. CWSGX (39M). CWSGX pays higher dividends than WCMNX: CWSGX (2.59) vs WCMNX (0.00). CWSGX was incepted earlier than WCMNX: CWSGX (8 years) vs WCMNX (5 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 : 2.35 vs. WCMNX (-11.68). CWSGX return over 5 years is better than : 61.13 vs. WCMNX (57.62).
| 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 | 5 years | - |
| Gain YTD | -9.769 | -11.190 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39M | 41.6M | 94% |
| Annual Yield % from dividends | 2.59 | 0.00 | - |
| Returns for 1 year | 2.35 | -11.68 | -20% |
| Returns for 3 years | 9.78 | -8.52 | -115% |
| Returns for 5 years | 61.13 | 57.62 | 106% |
| Returns for 10 years | N/A | N/A | - |
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