UMBHX
Price
$29.13
Change
+$0.02 (+0.07%)
Updated
Jul 10 closing price
Net Assets
216.32M
WCMLX
Price
$12.89
Change
-$0.00 (-0.00%)
Updated
Jul 10 closing price
Net Assets
43.46M
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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$29.13
Change+$0.02 (+0.07%)
VolumeN/A
Net Assets216.32M
WCM Small Cap Growth Institutional
Price$12.89
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets43.46M
UMBHX vs WCMLX Comparison Chart in %
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UMBHX vs. WCMLX commentary
Jul 11, 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 StrongBuy and WCMLX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
UMBHX has more cash in the bank: 216M vs. WCMLX (43.5M). 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 : 4.04 vs. UMBHX (-0.75). WCMLX return over 5 years is better than : 24.30 vs. UMBHX (6.73).
UMBHXWCMLXUMBHX / WCMLX
Total Expense Ratio0.900.9991%
Annual Report Gross Expense Ratio0.901.7950%
Fund Existence39 years6 years-
Gain YTD-0.7500.233-322%
Front LoadN/AN/A-
Min. Initial Investment1000010000010%
Min. Initial Investment IRAN/AN/A-
Net Assets216M43.5M497%
Annual Yield % from dividends0.000.00-
Returns for 1 year-0.754.04-19%
Returns for 3 years15.3324.0664%
Returns for 5 years6.7324.3028%
Returns for 10 years8.56N/A-
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