Ad is loading...
Ad is loading...
UMBHX vs WCMLX
UMBHX vs WCMLX Comparison
Open Charts UMBHX vs WCMLX
Carillon Scout Small Cap I
Price$32.57
Change-$0.69 (-2.07%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Institutional
Price$13.33
Change-$0.35 (-2.56%)
VolumeN/A
CapitalizationN/A
UMBHX vs WCMLX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
UMBHX vs. WCMLX commentary
Nov 18, 2024
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 StrongSell and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
UMBHX has more cash in the bank: 264M vs. WCMLX (40.7M). UMBHX (0.00) and WCMLX (0.00) have matching dividends . UMBHX was incepted earlier than WCMLX: UMBHX (38 years) vs WCMLX (5 years). UMBHX has a lower initial minimum investment than WCMLX: UMBHX (10000) vs WCMLX (100000). UMBHX annual gain was more profitable for investors over the last year : 35.31 vs. WCMLX (20.96). WCMLX return over 5 years is better than : 30.30 vs. UMBHX (13.16).
| UMBHX | WCMLX | UMBHX / WCMLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 38 years | 5 years | - |
| Gain YTD | 20.764 | 8.110 | 256% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 100000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264M | 40.7M | 649% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 35.31 | 20.96 | 168% |
| Returns for 3 years | -20.83 | -17.51 | 119% |
| Returns for 5 years | 13.16 | 30.30 | 43% |
| Returns for 10 years | 30.36 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers