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UMBHX vs WCMLX
UMBHX vs WCMLX Comparison
Open Charts UMBHX vs WCMLX
Carillon Chartwell Small Cap I
Price$25.89
Change-$0.13 (-0.50%)
VolumeN/A
Net Assets195.54M
WCM Small Cap Growth Institutional
Price$11.74
Change-$0.06 (-0.51%)
VolumeN/A
Net Assets41.98M
UMBHX vs WCMLX Comparison Chart
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UMBHX vs. WCMLX commentary
May 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 Buy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
UMBHX has more cash in the bank: 196M vs. WCMLX (42M). UMBHX (0.00) and WCMLX (0.00) have matching dividends . UMBHX was incepted earlier than WCMLX: UMBHX (39 years) vs WCMLX (6 years). WCMLX (1.86) is less costly to investors than UMBHX (0.96). 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 : -6.97 vs. UMBHX (-8.29). WCMLX return over 5 years is better than : 22.04 vs. UMBHX (3.01).
| UMBHX | WCMLX | UMBHX / WCMLX | |
| Total Expense Ratio | 0.95 | 0.99 | 96% |
| Annual Report Gross Expense Ratio | 0.96 | 1.86 | 52% |
| Fund Existence | 39 years | 6 years | - |
| Gain YTD | -11.729 | -8.709 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 100000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 196M | 42M | 467% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -8.29 | -6.97 | 119% |
| Returns for 3 years | 2.45 | 14.99 | 16% |
| Returns for 5 years | 3.01 | 22.04 | 14% |
| Returns for 10 years | 1.43 | N/A | - |
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