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CWSIX vs WCMJX
CWSIX vs WCMJX Comparison
Open Charts CWSIX vs WCMJX
Carillon Chartwell Small Cap Value I
Price$14.30
Change-$0.16 (-1.11%)
VolumeN/A
Net Assets46.56M
WCM SMID Quality Val Fd Investor
Price$10.69
Change-$0.13 (-1.20%)
VolumeN/A
Net Assets7.4M
CWSIX vs WCMJX Comparison Chart in %
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CWSIX vs. WCMJX 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 CWSIX is a StrongBuy and WCMJX is a Buy.
FUNDAMENTALS
Fundamentals
CWSIX has more cash in the bank: 46.6M vs. WCMJX (7.41M). CWSIX pays higher dividends than WCMJX: CWSIX (0.97) vs WCMJX (0.00). CWSIX was incepted earlier than WCMJX: CWSIX (14 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than CWSIX (1.24). CWSIX is a more actively managed with annual turnover of: 44.00 vs. WCMJX (15.00). CWSIX (1000) and WCMJX (1000) have matching initial minimum investment requirements. WCMJX annual gain was more profitable for investors over the last year : -25.22 vs. CWSIX (-34.90). WCMJX return over 5 years is better than : 13.30 vs. CWSIX (-9.44).
| CWSIX | WCMJX | CWSIX / WCMJX | |
| Total Expense Ratio | 1.05 | 1.15 | 91% |
| Annual Report Gross Expense Ratio | 1.24 | 1.70 | 73% |
| Fund Existence | 14 years | 6 years | - |
| Gain YTD | -4.238 | -8.149 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46.6M | 7.41M | 629% |
| Annual Yield % from dividends | 0.97 | 0.00 | - |
| Returns for 1 year | -34.90 | -25.22 | 138% |
| Returns for 3 years | -22.83 | 4.14 | -552% |
| Returns for 5 years | -9.44 | 13.30 | -71% |
| Returns for 10 years | 1.94 | N/A | - |
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