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CWSIX vs WCMJX
CWSIX vs WCMJX Comparison
Open Charts CWSIX vs WCMJX
Carillon Chartwell Small Cap Value I
Price$15.03
Change+$0.22 (+1.49%)
VolumeN/A
Net Assets47.87M
WCM SMID Quality Val Fd Investor
Price$3.38
Change+$0.03 (+0.90%)
VolumeN/A
Net Assets2.65M
CWSIX vs WCMJX Comparison Chart in %
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CWSIX vs. WCMJX commentary
Dec 04, 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 Buy and WCMJX is a Buy.
FUNDAMENTALS
Fundamentals
CWSIX has more cash in the bank: 47.9M vs. WCMJX (2.65M). CWSIX pays higher dividends than WCMJX: CWSIX (0.95) 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. CWSIX annual gain was more profitable for investors over the last year : -35.17 vs. WCMJX (-77.15). CWSIX return over 5 years is better than : -11.59 vs. WCMJX (-66.50).
| 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 | -1.921 | -71.647 | 3% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 47.9M | 2.65M | 1,811% |
| Annual Yield % from dividends | 0.95 | 0.00 | - |
| Returns for 1 year | -35.17 | -77.15 | 46% |
| Returns for 3 years | -21.08 | -68.40 | 31% |
| Returns for 5 years | -11.59 | -66.50 | 17% |
| Returns for 10 years | 0.99 | N/A | - |
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