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CWSIX vs WCMFX
CWSIX vs WCMFX Comparison
Open Charts CWSIX vs WCMFX
Carillon Chartwell Small Cap Value I
Price$15.04
Change-$0.08 (-0.53%)
VolumeN/A
Net Assets61.5M
WCM SMID Quality Val Fd Institutional
Price$11.83
Change+$0.13 (+1.11%)
VolumeN/A
Net Assets61.78M
CWSIX vs WCMFX Comparison Chart in %
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CWSIX vs. WCMFX commentary
Sep 09, 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 Buy and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
WCMFX (61.8M) and CWSIX (61.5M) have equal amount of cash in the bank . CWSIX pays higher dividends than WCMFX: CWSIX (0.95) vs WCMFX (0.00). CWSIX was incepted earlier than WCMFX: CWSIX (13 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 : -12.15 vs. CWSIX (-23.56). WCMFX return over 5 years is better than : 34.80 vs. CWSIX (5.65).
| CWSIX | WCMFX | CWSIX / WCMFX | |
| Total Expense Ratio | 1.05 | 0.90 | 117% |
| Annual Report Gross Expense Ratio | 1.24 | 1.45 | 86% |
| Fund Existence | 13 years | 6 years | - |
| Gain YTD | -0.397 | -0.417 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 61.5M | 61.8M | 100% |
| Annual Yield % from dividends | 0.95 | 0.00 | - |
| Returns for 1 year | -23.56 | -12.15 | 194% |
| Returns for 3 years | -13.97 | 20.63 | -68% |
| Returns for 5 years | 5.65 | 34.80 | 16% |
| Returns for 10 years | 8.34 | N/A | - |
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