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CWSGX vs WCMLX
CWSGX vs WCMLX Comparison
Open Charts CWSGX vs WCMLX
Carillon Chartwell Small Cap Growth I
Price$19.54
Change-$0.22 (-1.11%)
VolumeN/A
Net Assets114.71M
WCM Small Cap Growth Institutional
Price$14.06
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets44.65M
CWSGX vs WCMLX Comparison Chart in %
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CWSGX vs. WCMLX commentary
Dec 27, 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 CWSGX is a Buy and WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
CWSGX has more cash in the bank: 115M vs. WCMLX (44.7M). CWSGX pays higher dividends than WCMLX: CWSGX (1.99) vs WCMLX (0.00). CWSGX was incepted earlier than WCMLX: CWSGX (9 years) vs WCMLX (6 years). CWSGX (2.09) is less costly to investors than WCMLX (1.79). WCMLX is a more actively managed with annual turnover of: 83.00 vs. CWSGX (60.00). CWSGX has a lower initial minimum investment than WCMLX: CWSGX (1000) vs WCMLX (100000). CWSGX annual gain was more profitable for investors over the last year : 10.63 vs. WCMLX (8.14). CWSGX return over 5 years is better than : 7.69 vs. WCMLX (-4.02).
| CWSGX | WCMLX | CWSGX / WCMLX | |
| Total Expense Ratio | 0.95 | 0.99 | 96% |
| Annual Report Gross Expense Ratio | 2.09 | 1.79 | 117% |
| Fund Existence | 9 years | 6 years | - |
| Gain YTD | 16.992 | 9.487 | 179% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 115M | 44.7M | 257% |
| Annual Yield % from dividends | 1.99 | 0.00 | - |
| Returns for 1 year | 10.63 | 8.14 | 131% |
| Returns for 3 years | 87.32 | 33.08 | 264% |
| Returns for 5 years | 7.69 | -4.02 | -191% |
| Returns for 10 years | N/A | N/A | - |
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