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CWSGX vs WCMNX
CWSGX vs WCMNX Comparison
Open Charts CWSGX vs WCMNX
Carillon Chartwell Small Cap Growth I
Price$19.54
Change-$0.22 (-1.11%)
VolumeN/A
Net Assets114.71M
WCM Small Cap Growth Investor
Price$13.84
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets44.65M
CWSGX vs WCMNX Comparison Chart in %
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CWSGX vs. WCMNX commentary
Dec 28, 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 WCMNX is a Hold.
FUNDAMENTALS
Fundamentals
CWSGX has more cash in the bank: 115M vs. WCMNX (44.7M). CWSGX pays higher dividends than WCMNX: CWSGX (1.99) vs WCMNX (0.00). CWSGX was incepted earlier than WCMNX: CWSGX (9 years) vs WCMNX (6 years). CWSGX (2.09) and WCMNX (2.04) have similar cost to investors . WCMNX is a more actively managed with annual turnover of: 83.00 vs. CWSGX (60.00). CWSGX (1000) and WCMNX (1000) have matching initial minimum investment requirements. CWSGX annual gain was more profitable for investors over the last year : 8.86 vs. WCMNX (7.04). CWSGX return over 5 years is better than : 6.49 vs. WCMNX (-5.40).
| CWSGX | WCMNX | CWSGX / WCMNX | |
| Total Expense Ratio | 0.95 | 1.24 | 77% |
| Annual Report Gross Expense Ratio | 2.09 | 2.04 | 102% |
| Fund Existence | 9 years | 6 years | - |
| Gain YTD | 15.690 | 9.062 | 173% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| 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 | 8.86 | 7.04 | 126% |
| Returns for 3 years | 86.10 | 32.95 | 261% |
| Returns for 5 years | 6.49 | -5.40 | -120% |
| Returns for 10 years | N/A | N/A | - |
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