UMBHX
Price
$28.92
Change
-$0.44 (-1.50%)
Updated
Aug 1 closing price
Net Assets
216.67M
WCMLX
Price
$12.85
Change
-$0.23 (-1.76%)
Updated
Aug 1 closing price
Net Assets
43.42M
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UMBHX vs WCMLX

Header iconUMBHX vs WCMLX Comparison
Open Charts UMBHX vs WCMLXBanner chart's image
Carillon Chartwell Small Cap I
Price$28.92
Change-$0.44 (-1.50%)
VolumeN/A
Net Assets216.67M
WCM Small Cap Growth Institutional
Price$12.85
Change-$0.23 (-1.76%)
VolumeN/A
Net Assets43.42M
UMBHX vs WCMLX Comparison Chart in %
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UMBHX vs. WCMLX commentary
Aug 03, 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.

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FUNDAMENTALS
Fundamentals
UMBHX has more cash in the bank: 217M vs. WCMLX (43.4M). 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 : 2.27 vs. UMBHX (-4.83). WCMLX return over 5 years is better than : 22.36 vs. UMBHX (0.82).
UMBHXWCMLXUMBHX / WCMLX
Total Expense Ratio0.900.9991%
Annual Report Gross Expense Ratio0.901.7950%
Fund Existence39 years6 years-
Gain YTD0.1021.7116%
Front LoadN/AN/A-
Min. Initial Investment1000010000010%
Min. Initial Investment IRAN/AN/A-
Net Assets217M43.4M500%
Annual Yield % from dividends0.000.00-
Returns for 1 year-4.832.27-213%
Returns for 3 years6.3416.0639%
Returns for 5 years0.8222.364%
Returns for 10 years9.33N/A-
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