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CWSIX vs WCMJX
CWSIX vs WCMJX Comparison
Open Charts CWSIX vs WCMJX
Carillon Chartwell Small Cap Value I
Price$14.69
Change+$0.17 (+1.17%)
VolumeN/A
Net Assets57.2M
WCM SMID Quality Val Fd Investor
Price$11.25
Change+$0.09 (+0.81%)
VolumeN/A
Net Assets50.28M
CWSIX vs WCMJX Comparison Chart in %
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CWSIX vs. WCMJX commentary
Sep 29, 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: 57.2M vs. WCMJX (50.3M). CWSIX pays higher dividends than WCMJX: CWSIX (0.95) 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. WCMJX annual gain was more profitable for investors over the last year : -19.30 vs. CWSIX (-28.44). WCMJX return over 5 years is better than : 35.87 vs. CWSIX (9.20).
| 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 | -2.715 | -4.499 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 57.2M | 50.3M | 114% |
| Annual Yield % from dividends | 0.95 | 0.00 | - |
| Returns for 1 year | -28.44 | -19.30 | 147% |
| Returns for 3 years | -7.92 | 21.75 | -36% |
| Returns for 5 years | 9.20 | 35.87 | 26% |
| Returns for 10 years | 9.00 | N/A | - |
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