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CWSGX vs WCMLX
CWSGX vs WCMLX Comparison
Open Charts CWSGX vs WCMLX
Carillon Chartwell Small Cap Growth I
Price$18.35
Change-$0.82 (-4.28%)
VolumeN/A
Net Assets106.64M
WCM Small Cap Growth Institutional
Price$13.25
Change-$0.44 (-3.21%)
VolumeN/A
Net Assets41.88M
CWSGX vs WCMLX Comparison Chart in %
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CWSGX vs. WCMLX commentary
Nov 14, 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 Hold and WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
CWSGX has more cash in the bank: 107M vs. WCMLX (41.9M). CWSGX pays higher dividends than WCMLX: CWSGX (2.03) 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 : -1.27 vs. WCMLX (-2.98). CWSGX return over 5 years is better than : 15.93 vs. WCMLX (4.74).
| 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 | 8.644 | 6.454 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107M | 41.9M | 255% |
| Annual Yield % from dividends | 2.03 | 0.00 | - |
| Returns for 1 year | -1.27 | -2.98 | 43% |
| Returns for 3 years | 60.56 | 22.89 | 265% |
| Returns for 5 years | 15.93 | 4.74 | 336% |
| Returns for 10 years | N/A | N/A | - |
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