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CWSGX vs WCMLX
CWSGX vs WCMLX Comparison
Open Charts CWSGX vs WCMLX
Carillon Chartwell Small Cap Growth I
Price$20.47
Change+$1.60 (+8.48%)
VolumeN/A
Net Assets121.09M
WCM Small Cap Growth Institutional
Price$14.64
Change+$0.83 (+6.01%)
VolumeN/A
Net Assets47.08M
CWSGX vs WCMLX Comparison Chart in %
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CWSGX vs. WCMLX commentary
Feb 04, 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 CWSGX is a Hold and WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
CWSGX has more cash in the bank: 121M vs. WCMLX (47.1M). CWSGX pays higher dividends than WCMLX: CWSGX (0.05) 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 : 20.76 vs. WCMLX (8.52). CWSGX return over 5 years is better than : 8.15 vs. WCMLX (-5.30).
| 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 | 6.504 | 6.395 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121M | 47.1M | 257% |
| Annual Yield % from dividends | 0.05 | 0.00 | - |
| Returns for 1 year | 20.76 | 8.52 | 243% |
| Returns for 3 years | 76.78 | 19.51 | 394% |
| Returns for 5 years | 8.15 | -5.30 | -154% |
| Returns for 10 years | N/A | N/A | - |
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