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CWSIX vs WCMJX
CWSIX vs WCMJX Comparison
Open Charts CWSIX vs WCMJX
Carillon Chartwell Small Cap Value I
Price$13.94
Change+$0.05 (+0.36%)
VolumeN/A
Net Assets44.58M
WCM SMID Quality Val Fd Investor
Price$3.18
Change+$0.01 (+0.32%)
VolumeN/A
Net Assets5.92M
CWSIX vs WCMJX Comparison Chart in %
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CWSIX vs. WCMJX 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 WCMJX is a Hold.
FUNDAMENTALS
Fundamentals
CWSIX has more cash in the bank: 44.6M vs. WCMJX (5.92M). CWSIX pays higher dividends than WCMJX: CWSIX (0.97) vs WCMJX (0.00). CWSIX was incepted earlier than WCMJX: CWSIX (14 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. CWSIX annual gain was more profitable for investors over the last year : -36.76 vs. WCMJX (-77.39). CWSIX return over 5 years is better than : -14.92 vs. WCMJX (-67.35).
| CWSIX | WCMJX | CWSIX / WCMJX | |
| Total Expense Ratio | 1.05 | 1.15 | 91% |
| Annual Report Gross Expense Ratio | 1.24 | 1.70 | 73% |
| Fund Existence | 14 years | 6 years | - |
| Gain YTD | -8.013 | -73.090 | 11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| 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 | -77.39 | 48% |
| Returns for 3 years | -25.44 | -68.98 | 37% |
| Returns for 5 years | -14.92 | -67.35 | 22% |
| Returns for 10 years | -5.04 | N/A | - |
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