UMBHX
Price
$29.98
Change
+$0.80 (+2.74%)
Updated
Aug 22 closing price
Net Assets
219.69M
WCMLX
Price
$13.53
Change
+$0.43 (+3.28%)
Updated
Aug 22 closing price
Net Assets
45.3M
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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$29.98
Change+$0.80 (+2.74%)
VolumeN/A
Net Assets219.69M
WCM Small Cap Growth Institutional
Price$13.53
Change+$0.43 (+3.28%)
VolumeN/A
Net Assets45.3M
UMBHX vs WCMLX Comparison Chart in %
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UMBHX vs. WCMLX commentary
Aug 25, 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 Buy.

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FUNDAMENTALS
Fundamentals
UMBHX has more cash in the bank: 220M vs. WCMLX (45.3M). 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 : 5.13 vs. UMBHX (-2.98). WCMLX return over 5 years is better than : 19.31 vs. UMBHX (2.73).
UMBHXWCMLXUMBHX / WCMLX
Total Expense Ratio0.900.9991%
Annual Report Gross Expense Ratio0.901.7950%
Fund Existence39 years6 years-
Gain YTD2.2165.21043%
Front LoadN/AN/A-
Min. Initial Investment1000010000010%
Min. Initial Investment IRAN/AN/A-
Net Assets220M45.3M486%
Annual Yield % from dividends0.000.00-
Returns for 1 year-2.985.13-58%
Returns for 3 years9.0218.4849%
Returns for 5 years2.7319.3114%
Returns for 10 years24.06N/A-
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