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CSSAX vs WCMLX
CSSAX vs WCMLX Comparison
Open Charts CSSAX vs WCMLX
Carillon Chartwell Small Cap A
Price$21.83
Change+$0.02 (+0.09%)
VolumeN/A
Net Assets196.33M
WCM Small Cap Growth Institutional
Price$14.80
Change+$0.05 (+0.34%)
VolumeN/A
Net Assets47.47M
CSSAX vs WCMLX Comparison Chart in %
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CSSAX vs. WCMLX commentary
Jan 16, 2026
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 CSSAX is a Hold and WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
CSSAX has more cash in the bank: 196M vs. WCMLX (47.5M). CSSAX (0.00) and WCMLX (0.00) have matching dividends . CSSAX was incepted earlier than WCMLX: CSSAX (8 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than CSSAX (1.14). WCMLX is a more actively managed with annual turnover of: 83.00 vs. CSSAX (27.00). CSSAX has a lower initial minimum investment than WCMLX: CSSAX (1000) vs WCMLX (100000). WCMLX annual gain was more profitable for investors over the last year : 13.24 vs. CSSAX (-25.55). WCMLX return over 5 years is better than : -2.44 vs. CSSAX (-42.10).
| CSSAX | WCMLX | CSSAX / WCMLX | |
| Total Expense Ratio | 1.14 | 0.99 | 115% |
| Annual Report Gross Expense Ratio | 1.14 | 1.79 | 64% |
| Fund Existence | 8 years | 6 years | - |
| Gain YTD | 5.002 | 7.558 | 66% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 196M | 47.5M | 413% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -25.55 | 13.24 | -193% |
| Returns for 3 years | -15.81 | 29.48 | -54% |
| Returns for 5 years | -42.10 | -2.44 | 1,726% |
| Returns for 10 years | N/A | N/A | - |
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