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UMBHX vs WCMLX
UMBHX vs WCMLX Comparison
Open Charts UMBHX vs WCMLX
Carillon Scout Small Cap I
Price$32.54
Change-$1.20 (-3.56%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Institutional
Price$12.88
Change-$0.51 (-3.81%)
VolumeN/A
CapitalizationN/A
UMBHX vs WCMLX Comparison Chart
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UMBHX vs. WCMLX commentary
Dec 19, 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 Hold and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
UMBHX has more cash in the bank: 270M vs. WCMLX (41.8M). 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 : 27.75 vs. WCMLX (11.03). WCMLX return over 5 years is better than : 28.75 vs. UMBHX (18.50).
| 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 | 25.102 | 8.597 | 292% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 100000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270M | 41.8M | 646% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 27.75 | 11.03 | 252% |
| Returns for 3 years | -10.97 | 0.30 | -3,663% |
| Returns for 5 years | 18.50 | 28.75 | 64% |
| Returns for 10 years | 35.21 | N/A | - |
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