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CWSIX vs WCMFX
CWSIX vs WCMFX Comparison
Open Charts CWSIX vs WCMFX
Carillon Chartwell Small Cap Value I
Price$14.69
Change+$0.17 (+1.17%)
VolumeN/A
Net Assets57.2M
WCM SMID Quality Val Fd Institutional
Price$11.46
Change+$0.09 (+0.79%)
VolumeN/A
Net Assets50.28M
CWSIX vs WCMFX Comparison Chart in %
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CWSIX vs. WCMFX commentary
Sep 29, 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 CWSIX is a Hold and WCMFX is a Hold.
FUNDAMENTALS
Fundamentals
CWSIX has more cash in the bank: 57.2M vs. WCMFX (50.3M). CWSIX pays higher dividends than WCMFX: CWSIX (0.95) vs WCMFX (0.00). CWSIX was incepted earlier than WCMFX: CWSIX (14 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than CWSIX (1.24). CWSIX is a more actively managed with annual turnover of: 44.00 vs. WCMFX (15.00). CWSIX has a lower initial minimum investment than WCMFX: CWSIX (1000) vs WCMFX (100000). WCMFX annual gain was more profitable for investors over the last year : -18.95 vs. CWSIX (-28.44). WCMFX return over 5 years is better than : 37.91 vs. CWSIX (9.20).
| CWSIX | WCMFX | CWSIX / WCMFX | |
| Total Expense Ratio | 1.05 | 0.90 | 117% |
| Annual Report Gross Expense Ratio | 1.24 | 1.45 | 86% |
| Fund Existence | 14 years | 6 years | - |
| Gain YTD | -2.715 | -4.341 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 57.2M | 50.3M | 114% |
| Annual Yield % from dividends | 0.95 | 0.00 | - |
| Returns for 1 year | -28.44 | -18.95 | 150% |
| Returns for 3 years | -7.92 | 22.96 | -35% |
| Returns for 5 years | 9.20 | 37.91 | 24% |
| Returns for 10 years | 9.00 | N/A | - |
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