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CWSIX vs WCMFX
CWSIX vs WCMFX Comparison
Open Charts CWSIX vs WCMFX
Carillon Chartwell Small Cap Value I
Price$14.48
Change+$0.06 (+0.42%)
VolumeN/A
Net Assets55.56M
WCM SMID Quality Val Fd Institutional
Price$11.32
Change+$0.05 (+0.44%)
VolumeN/A
Net Assets21.79M
CWSIX vs WCMFX Comparison Chart in %
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CWSIX vs. WCMFX commentary
Oct 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 StrongBuy and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
CWSIX has more cash in the bank: 55.6M vs. WCMFX (21.8M). CWSIX pays higher dividends than WCMFX: CWSIX (0.96) 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 : -20.62 vs. CWSIX (-31.35). WCMFX return over 5 years is better than : 23.45 vs. CWSIX (-2.59).
| 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 | -4.106 | -5.509 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 55.6M | 21.8M | 255% |
| Annual Yield % from dividends | 0.96 | 0.00 | - |
| Returns for 1 year | -31.35 | -20.62 | 152% |
| Returns for 3 years | -16.00 | 16.46 | -97% |
| Returns for 5 years | -2.59 | 23.45 | -11% |
| Returns for 10 years | 0.61 | N/A | - |
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