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HSIIX vs WCMLX
HSIIX vs WCMLX Comparison
Open Charts HSIIX vs WCMLX
Carillon Eagle Small Cap Growth I
Price$22.60
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets388.47M
WCM Small Cap Growth Institutional
Price$11.74
Change-$0.06 (-0.51%)
VolumeN/A
Net Assets42.61M
HSIIX vs WCMLX Comparison Chart
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HSIIX vs. WCMLX commentary
May 10, 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 HSIIX is a Buy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HSIIX has more cash in the bank: 388M vs. WCMLX (42.6M). HSIIX (0.00) and WCMLX (0.00) have matching dividends . HSIIX was incepted earlier than WCMLX: HSIIX (19 years) vs WCMLX (6 years). WCMLX (1.86) is less costly to investors than HSIIX (0.89). WCMLX is a more actively managed with annual turnover of: 83.00 vs. HSIIX (53.00). HSIIX has a lower initial minimum investment than WCMLX: HSIIX (10000) vs WCMLX (100000). WCMLX annual gain was more profitable for investors over the last year : -6.50 vs. HSIIX (-20.97). WCMLX return over 5 years is better than : 22.66 vs. HSIIX (-53.13).
| HSIIX | WCMLX | HSIIX / WCMLX | |
| Total Expense Ratio | 0.89 | 0.99 | 90% |
| Annual Report Gross Expense Ratio | 0.89 | 1.86 | 48% |
| Fund Existence | 19 years | 6 years | - |
| Gain YTD | -8.313 | -8.243 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 100000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 388M | 42.6M | 911% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -20.97 | -6.50 | 323% |
| Returns for 3 years | -32.35 | 15.57 | -208% |
| Returns for 5 years | -53.13 | 22.66 | -234% |
| Returns for 10 years | -60.68 | N/A | - |
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