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UMBHX vs WCMLX
UMBHX vs WCMLX Comparison
Open Charts UMBHX vs WCMLX
Carillon Chartwell Small Cap I
Price$27.41
Change+$0.16 (+0.59%)
VolumeN/A
Net Assets203.69M
WCM Small Cap Growth Institutional
Price$12.12
Change+$0.06 (+0.50%)
VolumeN/A
Net Assets40.94M
UMBHX vs WCMLX Comparison Chart in %
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UMBHX vs. WCMLX commentary
Jun 19, 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 UMBHX is a Hold and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
UMBHX has more cash in the bank: 204M vs. WCMLX (40.9M). UMBHX (0.00) and WCMLX (0.00) have matching dividends . UMBHX was incepted earlier than WCMLX: UMBHX (39 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than UMBHX (0.90). WCMLX is a more actively managed with annual turnover of: 83.00 vs. UMBHX (27.00). UMBHX has a lower initial minimum investment than WCMLX: UMBHX (10000) vs WCMLX (100000). WCMLX annual gain was more profitable for investors over the last year : -2.35 vs. UMBHX (-5.22). WCMLX return over 5 years is better than : 17.32 vs. UMBHX (1.10).
| UMBHX | WCMLX | UMBHX / WCMLX | |
| Total Expense Ratio | 0.90 | 0.99 | 91% |
| Annual Report Gross Expense Ratio | 0.90 | 1.79 | 50% |
| Fund Existence | 39 years | 6 years | - |
| Gain YTD | -7.092 | -6.221 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 100000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 204M | 40.9M | 499% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -5.22 | -2.35 | 222% |
| Returns for 3 years | 13.54 | 26.95 | 50% |
| Returns for 5 years | 1.10 | 17.32 | 6% |
| Returns for 10 years | 0.10 | N/A | - |
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