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CWSIX vs WCMFX
CWSIX vs WCMFX Comparison
Open Charts CWSIX vs WCMFX
Carillon Chartwell Small Cap Value I
Price$13.94
Change+$0.05 (+0.36%)
VolumeN/A
Net Assets44.58M
WCM SMID Quality Val Fd Institutional
Price$3.37
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets5.92M
CWSIX vs WCMFX Comparison Chart in %
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CWSIX vs. WCMFX commentary
Nov 20, 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: 44.6M vs. WCMFX (5.92M). CWSIX pays higher dividends than WCMFX: CWSIX (0.97) 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). CWSIX annual gain was more profitable for investors over the last year : -36.76 vs. WCMFX (-76.30). CWSIX return over 5 years is better than : -14.92 vs. WCMFX (-65.40).
| 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 | -8.013 | -71.870 | 11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44.6M | 5.92M | 754% |
| Annual Yield % from dividends | 0.97 | 0.00 | - |
| Returns for 1 year | -36.76 | -76.30 | 48% |
| Returns for 3 years | -25.44 | -67.31 | 38% |
| Returns for 5 years | -14.92 | -65.40 | 23% |
| Returns for 10 years | -5.04 | N/A | - |
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