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CWSIX vs WCMJX
CWSIX vs WCMJX Comparison
Open Charts CWSIX vs WCMJX
Carillon Chartwell Small Cap Value I
Price$15.04
Change-$0.08 (-0.53%)
VolumeN/A
Net Assets61.5M
WCM SMID Quality Val Fd Investor
Price$11.62
Change+$0.13 (+1.13%)
VolumeN/A
Net Assets61.78M
CWSIX vs WCMJX Comparison Chart in %
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CWSIX vs. WCMJX 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 WCMJX is a Buy.
FUNDAMENTALS
Fundamentals
WCMJX (61.8M) and CWSIX (61.5M) have equal amount of cash in the bank . CWSIX pays higher dividends than WCMJX: CWSIX (0.95) vs WCMJX (0.00). CWSIX was incepted earlier than WCMJX: CWSIX (13 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than CWSIX (1.24). CWSIX is a more actively managed with annual turnover of: 44.00 vs. WCMJX (15.00). CWSIX (1000) and WCMJX (1000) have matching initial minimum investment requirements. WCMJX annual gain was more profitable for investors over the last year : -12.55 vs. CWSIX (-23.56). WCMJX return over 5 years is better than : 32.62 vs. CWSIX (5.65).
| CWSIX | WCMJX | CWSIX / WCMJX | |
| Total Expense Ratio | 1.05 | 1.15 | 91% |
| Annual Report Gross Expense Ratio | 1.24 | 1.70 | 73% |
| Fund Existence | 13 years | 6 years | - |
| Gain YTD | -0.397 | -0.594 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| 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 | -12.55 | 188% |
| Returns for 3 years | -13.97 | 19.49 | -72% |
| Returns for 5 years | 5.65 | 32.62 | 17% |
| Returns for 10 years | 8.34 | N/A | - |
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