UMBHX
Price
$29.98
Change
+$0.80 (+2.74%)
Updated
Aug 22 closing price
Net Assets
219.69M
WCMNX
Price
$13.34
Change
+$0.43 (+3.33%)
Updated
Aug 22 closing price
Net Assets
45.3M
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UMBHX vs WCMNX

Header iconUMBHX vs WCMNX Comparison
Open Charts UMBHX vs WCMNXBanner chart's image
Carillon Chartwell Small Cap I
Price$29.98
Change+$0.80 (+2.74%)
VolumeN/A
Net Assets219.69M
WCM Small Cap Growth Investor
Price$13.34
Change+$0.43 (+3.33%)
VolumeN/A
Net Assets45.3M
UMBHX vs WCMNX Comparison Chart in %
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UMBHX vs. WCMNX commentary
Aug 25, 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 WCMNX is a Buy.

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FUNDAMENTALS
Fundamentals
UMBHX has more cash in the bank: 220M vs. WCMNX (45.3M). UMBHX (0.00) and WCMNX (0.00) have matching dividends . UMBHX was incepted earlier than WCMNX: UMBHX (39 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than UMBHX (0.90). WCMNX is a more actively managed with annual turnover of: 83.00 vs. UMBHX (27.00). WCMNX has a lower initial minimum investment than UMBHX: WCMNX (1000) vs UMBHX (10000). WCMNX annual gain was more profitable for investors over the last year : 4.87 vs. UMBHX (-2.98). WCMNX return over 5 years is better than : 17.84 vs. UMBHX (2.73).
UMBHXWCMNXUMBHX / WCMNX
Total Expense Ratio0.901.2473%
Annual Report Gross Expense Ratio0.902.0444%
Fund Existence39 years6 years-
Gain YTD2.2165.12243%
Front LoadN/AN/A-
Min. Initial Investment1000010001,000%
Min. Initial Investment IRAN/AN/A-
Net Assets220M45.3M486%
Annual Yield % from dividends0.000.00-
Returns for 1 year-2.984.87-61%
Returns for 3 years9.0217.6451%
Returns for 5 years2.7317.8415%
Returns for 10 years24.06N/A-
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