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UMBHX vs WCMLX
UMBHX vs WCMLX Comparison
Open Charts UMBHX vs WCMLX
Carillon Chartwell Small Cap I
Price$31.16
Change+$0.25 (+0.81%)
VolumeN/A
Net Assets224.85M
WCM Small Cap Growth Institutional
Price$13.82
Change+$0.14 (+1.02%)
VolumeN/A
Net Assets44.71M
UMBHX vs WCMLX Comparison Chart in %
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UMBHX vs. WCMLX commentary
Sep 16, 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 Buy and WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
UMBHX has more cash in the bank: 225M vs. WCMLX (44.7M). 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 : 5.64 vs. UMBHX (-0.55). WCMLX return over 5 years is better than : 20.11 vs. UMBHX (5.27).
| 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 | 5.387 | 6.376 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 100000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225M | 44.7M | 503% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -0.55 | 5.64 | -10% |
| Returns for 3 years | 22.56 | 28.09 | 80% |
| Returns for 5 years | 5.27 | 20.11 | 26% |
| Returns for 10 years | 23.37 | N/A | - |