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UMBHX vs WCMLX
UMBHX vs WCMLX Comparison
Open Charts UMBHX vs WCMLX
UMBHX vs WCMLX Comparison Chart in %
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UMBHX vs. WCMLX commentary
Jul 14, 2026
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: 241M vs. WCMLX (54.2M). UMBHX (0.00) and WCMLX (0.00) have matching dividends . UMBHX was incepted earlier than WCMLX: UMBHX (40 years) vs WCMLX (7 years). WCMLX (1.79) is less costly to investors than UMBHX (0.89). UMBHX is a more actively managed with annual turnover of: 154.00 vs. WCMLX (89.00). 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 : 22.61 vs. UMBHX (-3.26). WCMLX return over 5 years is better than : 3.79 vs. UMBHX (-27.76).
| UMBHX | WCMLX | UMBHX / WCMLX | |
| Total Expense Ratio | 0.89 | 0.99 | 90% |
| Annual Report Gross Expense Ratio | 0.89 | 1.79 | 50% |
| Fund Existence | 40 years | 7 years | - |
| Gain YTD | 31.185 | 13.517 | 231% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 100000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241M | 54.2M | 445% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -3.26 | 22.61 | -14% |
| Returns for 3 years | 4.11 | 28.03 | 15% |
| Returns for 5 years | -27.76 | 3.79 | -733% |
| Returns for 10 years | 24.53 | N/A | - |
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