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CWSGX vs WCMNX
CWSGX vs WCMNX Comparison
Open Charts CWSGX vs WCMNX
Carillon Chartwell Small Cap Growth I
Price$17.50
Change+$0.07 (+0.40%)
VolumeN/A
Net Assets32.97M
WCM Small Cap Growth Investor
Price$13.28
Change+$0.08 (+0.61%)
VolumeN/A
Net Assets41.83M
CWSGX vs WCMNX Comparison Chart
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CWSGX vs. WCMNX commentary
Jan 19, 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: 41.8M vs. CWSGX (33M). 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 : 35.81 vs. WCMNX (11.60). CWSGX return over 5 years is better than : 34.36 vs. WCMNX (21.39).
| 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 | 3.612 | 4.649 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33M | 41.8M | 79% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 35.81 | 11.60 | 309% |
| Returns for 3 years | 23.19 | 6.92 | 335% |
| Returns for 5 years | 34.36 | 21.39 | 161% |
| Returns for 10 years | N/A | N/A | - |
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