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UMBHX vs WCMNX
UMBHX vs WCMNX Comparison
Open Charts UMBHX vs WCMNX
Carillon Scout Small Cap I
Price$32.54
Change-$1.20 (-3.56%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Investor
Price$12.72
Change-$0.50 (-3.78%)
VolumeN/A
CapitalizationN/A
UMBHX vs WCMNX Comparison Chart
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UMBHX vs. WCMNX commentary
Dec 19, 2024
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: 270M vs. WCMNX (41.8M). 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 : 27.75 vs. WCMNX (10.72). WCMNX return over 5 years is better than : 27.12 vs. UMBHX (18.50).
| 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 | 25.102 | 8.361 | 300% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 1000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270M | 41.8M | 646% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 27.75 | 10.72 | 259% |
| Returns for 3 years | -10.97 | -0.45 | 2,429% |
| Returns for 5 years | 18.50 | 27.12 | 68% |
| Returns for 10 years | 35.21 | N/A | - |
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