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UMBHX vs WCMNX
UMBHX vs WCMNX Comparison
Open Charts UMBHX vs WCMNX
Carillon Chartwell Small Cap I
Price$28.37
Change-$0.91 (-3.11%)
VolumeN/A
Net Assets240.48M
WCM Small Cap Growth Investor
Price$12.50
Change-$0.40 (-3.10%)
VolumeN/A
Net Assets40.21M
UMBHX vs WCMNX Comparison Chart
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UMBHX vs. WCMNX 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
UMBHX has more cash in the bank: 240M vs. WCMNX (40.2M). UMBHX (0.00) and WCMNX (0.00) have matching dividends . UMBHX was incepted earlier than WCMNX: UMBHX (38 years) vs WCMNX (5 years). WCMNX has a lower initial minimum investment than UMBHX: WCMNX (1000) vs UMBHX (10000). UMBHX annual gain was more profitable for investors over the last year : 3.58 vs. WCMNX (-1.65). WCMNX return over 5 years is better than : 13.84 vs. UMBHX (-5.56).
| UMBHX | WCMNX | UMBHX / WCMNX | |
| 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 | -1.497 | 219% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 1000 | 1,000% |
| 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 | -1.65 | -217% |
| Returns for 3 years | 1.54 | 6.38 | 24% |
| Returns for 5 years | -5.56 | 13.84 | -40% |
| Returns for 10 years | 10.72 | N/A | - |
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