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CWSGX vs WCMNX
CWSGX vs WCMNX Comparison
Open Charts CWSGX vs WCMNX
Carillon Chartwell Small Cap Growth I
Price$18.29
Change-$0.41 (-2.19%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Investor
Price$13.16
Change-$0.35 (-2.59%)
VolumeN/A
CapitalizationN/A
CWSGX vs WCMNX Comparison Chart
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CWSGX vs. WCMNX commentary
Nov 18, 2024
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
WCMNX has more cash in the bank: 40.7M vs. CWSGX (28.3M). CWSGX (0.00) and WCMNX (0.00) have matching dividends . CWSGX was incepted earlier than WCMNX: CWSGX (7 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 : 57.27 vs. WCMNX (20.73). CWSGX return over 5 years is better than : 48.78 vs. WCMNX (28.64).
| CWSGX | WCMNX | CWSGX / WCMNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 5 years | - |
| Gain YTD | 38.351 | 7.869 | 487% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.3M | 40.7M | 70% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 57.27 | 20.73 | 276% |
| Returns for 3 years | -13.06 | -18.16 | 72% |
| Returns for 5 years | 48.78 | 28.64 | 170% |
| Returns for 10 years | N/A | N/A | - |
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