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CWSIX vs WCMJX
CWSIX vs WCMJX Comparison
Open Charts CWSIX vs WCMJX
Carillon Chartwell Small Cap Value I
Price$14.40
Change-$0.17 (-1.17%)
VolumeN/A
Net Assets60.24M
WCM SMID Quality Val Fd Investor
Price$11.50
Change-$0.05 (-0.43%)
VolumeN/A
Net Assets61.41M
CWSIX vs WCMJX Comparison Chart in %
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CWSIX vs. WCMJX commentary
Aug 18, 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMJX (61.4M) and CWSIX (60.2M) have equal amount of cash in the bank . CWSIX pays higher dividends than WCMJX: CWSIX (0.99) 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 : -15.38 vs. CWSIX (-28.08). WCMJX return over 5 years is better than : 25.55 vs. CWSIX (-3.13).
| 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 | -4.636 | -2.377 | 195% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 60.2M | 61.4M | 98% |
| Annual Yield % from dividends | 0.99 | 0.00 | - |
| Returns for 1 year | -28.08 | -15.38 | 183% |
| Returns for 3 years | -23.03 | 3.51 | -656% |
| Returns for 5 years | -3.13 | 25.55 | -12% |
| Returns for 10 years | -2.43 | N/A | - |
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