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UMBHX vs WCMLX
UMBHX vs WCMLX Comparison
Open Charts UMBHX vs WCMLX
Carillon Chartwell Small Cap I
Price$24.03
Change-$1.10 (-4.38%)
VolumeN/A
Net Assets203.47M
WCM Small Cap Growth Institutional
Price$10.62
Change-$0.46 (-4.15%)
VolumeN/A
Net Assets39.93M
UMBHX vs WCMLX Comparison Chart
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UMBHX vs. WCMLX commentary
Apr 12, 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: 203M vs. WCMLX (39.9M). UMBHX (0.00) and WCMLX (0.00) have matching dividends . UMBHX was incepted earlier than WCMLX: UMBHX (38 years) vs WCMLX (5 years). WCMLX (1.86) is less costly to investors than UMBHX (0.96). WCMLX is a more actively managed with annual turnover of: 48.00 vs. UMBHX (7.00). 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 : -8.45 vs. WCMLX (-13.23). WCMLX return over 5 years is better than : 29.89 vs. UMBHX (11.26).
| UMBHX | WCMLX | UMBHX / WCMLX | |
| Total Expense Ratio | 0.95 | 0.99 | 96% |
| Annual Report Gross Expense Ratio | 0.96 | 1.86 | 52% |
| Fund Existence | 38 years | 5 years | - |
| Gain YTD | -14.320 | -13.841 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 100000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 203M | 39.9M | 509% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -8.45 | -13.23 | 64% |
| Returns for 3 years | -10.63 | -5.46 | 195% |
| Returns for 5 years | 11.26 | 29.89 | 38% |
| Returns for 10 years | -5.04 | N/A | - |
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