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UMBHX vs WCMLX
UMBHX vs WCMLX Comparison
Open Charts UMBHX vs WCMLX
Carillon Scout Small Cap I
Price$30.69
Change+$0.17 (+0.56%)
VolumeN/A
Net Assets263.87M
WCM Small Cap Growth Institutional
Price$13.46
Change+$0.08 (+0.60%)
VolumeN/A
Net Assets41.83M
UMBHX vs WCMLX Comparison Chart
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UMBHX vs. WCMLX commentary
Jan 19, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
UMBHX has more cash in the bank: 264M 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 : 17.59 vs. WCMLX (11.89). WCMLX return over 5 years is better than : 23.03 vs. UMBHX (2.98).
| 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 | 4.637 | 4.666 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 100000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264M | 41.8M | 632% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 17.59 | 11.89 | 148% |
| Returns for 3 years | 2.27 | 7.77 | 29% |
| Returns for 5 years | 2.98 | 23.03 | 13% |
| Returns for 10 years | 26.17 | N/A | - |
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