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UMBHX vs WCMLX
UMBHX vs WCMLX Comparison
Open Charts UMBHX vs WCMLX
Carillon Chartwell Small Cap I
Price$28.37
Change-$0.91 (-3.11%)
VolumeN/A
Net Assets240.48M
WCM Small Cap Growth Institutional
Price$12.67
Change-$0.41 (-3.13%)
VolumeN/A
Net Assets40.21M
UMBHX vs WCMLX Comparison Chart
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UMBHX vs. WCMLX commentary
Feb 23, 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.
FUNDAMENTALS
Fundamentals
UMBHX has more cash in the bank: 240M vs. WCMLX (40.2M). 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 : 3.58 vs. WCMLX (-1.40). WCMLX return over 5 years is better than : 15.29 vs. UMBHX (-5.56).
| 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 | -3.273 | -1.477 | 222% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 100000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240M | 40.2M | 597% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 3.58 | -1.40 | -255% |
| Returns for 3 years | 1.54 | 7.19 | 21% |
| Returns for 5 years | -5.56 | 15.29 | -36% |
| Returns for 10 years | 10.72 | N/A | - |
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