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CWSIX vs WCMFX
CWSIX vs WCMFX Comparison
Open Charts CWSIX vs WCMFX
Carillon Chartwell Small Cap Value I
Price$15.28
Change+$0.04 (+0.26%)
VolumeN/A
Net Assets47.6M
WCM SMID Quality Val Fd Institutional
Price$3.61
Change+$0.01 (+0.28%)
VolumeN/A
Net Assets1.61M
CWSIX vs WCMFX Comparison Chart in %
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CWSIX vs. WCMFX commentary
Dec 26, 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 CWSIX is a StrongBuy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWSIX has more cash in the bank: 47.6M vs. WCMFX (1.61M). CWSIX pays higher dividends than WCMFX: CWSIX (0.95) vs WCMFX (0.00). CWSIX was incepted earlier than WCMFX: CWSIX (14 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than CWSIX (1.24). CWSIX is a more actively managed with annual turnover of: 44.00 vs. WCMFX (15.00). CWSIX has a lower initial minimum investment than WCMFX: CWSIX (1000) vs WCMFX (100000). CWSIX annual gain was more profitable for investors over the last year : -28.30 vs. WCMFX (-70.39). CWSIX return over 5 years is better than : -11.30 vs. WCMFX (-65.45).
| CWSIX | WCMFX | CWSIX / WCMFX | |
| Total Expense Ratio | 1.05 | 0.90 | 117% |
| Annual Report Gross Expense Ratio | 1.24 | 1.45 | 86% |
| Fund Existence | 14 years | 6 years | - |
| Gain YTD | 1.192 | -69.866 | -2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 47.6M | 1.61M | 2,951% |
| Annual Yield % from dividends | 0.95 | 0.00 | - |
| Returns for 1 year | -28.30 | -70.39 | 40% |
| Returns for 3 years | -12.01 | -63.72 | 19% |
| Returns for 5 years | -11.30 | -65.45 | 17% |
| Returns for 10 years | 7.98 | N/A | - |
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