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CWSGX vs WCMLX
CWSGX vs WCMLX Comparison
Open Charts CWSGX vs WCMLX
Carillon Chartwell Small Cap Growth I
Price$18.61
Change-$0.09 (-0.48%)
VolumeN/A
Net Assets103.27M
WCM Small Cap Growth Institutional
Price$13.79
Change-$0.04 (-0.29%)
VolumeN/A
Net Assets42.97M
CWSGX vs WCMLX Comparison Chart in %
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CWSGX vs. WCMLX commentary
Oct 19, 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: 103M vs. WCMLX (43M). CWSGX pays higher dividends than WCMLX: CWSGX (2.13) vs WCMLX (0.00). CWSGX was incepted earlier than WCMLX: CWSGX (8 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 : 6.46 vs. WCMLX (1.70). CWSGX return over 5 years is better than : 16.42 vs. WCMLX (12.48).
| CWSGX | WCMLX | CWSGX / WCMLX | |
| Total Expense Ratio | 0.95 | 0.99 | 96% |
| Annual Report Gross Expense Ratio | 2.09 | 1.79 | 117% |
| Fund Existence | 8 years | 6 years | - |
| Gain YTD | 10.184 | 7.232 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 103M | 43M | 240% |
| Annual Yield % from dividends | 2.13 | 0.00 | - |
| Returns for 1 year | 6.46 | 1.70 | 381% |
| Returns for 3 years | 63.96 | 33.88 | 189% |
| Returns for 5 years | 16.42 | 12.48 | 132% |
| Returns for 10 years | N/A | N/A | - |
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