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UMBHX vs WCMNX
UMBHX vs WCMNX Comparison
Open Charts UMBHX vs WCMNX
Carillon Chartwell Small Cap I
Price$25.89
Change-$0.13 (-0.50%)
VolumeN/A
Net Assets195.54M
WCM Small Cap Growth Investor
Price$11.58
Change-$0.06 (-0.52%)
VolumeN/A
Net Assets41.98M
UMBHX vs WCMNX Comparison Chart
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UMBHX vs. WCMNX 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
UMBHX has more cash in the bank: 196M vs. WCMNX (42M). UMBHX (0.00) and WCMNX (0.00) have matching dividends . UMBHX was incepted earlier than WCMNX: UMBHX (39 years) vs WCMNX (6 years). WCMNX (2.11) is less costly to investors than UMBHX (0.96). 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 : -7.21 vs. UMBHX (-8.29). WCMNX return over 5 years is better than : 20.50 vs. UMBHX (3.01).
| UMBHX | WCMNX | UMBHX / WCMNX | |
| Total Expense Ratio | 0.95 | 1.24 | 77% |
| Annual Report Gross Expense Ratio | 0.96 | 2.11 | 45% |
| Fund Existence | 39 years | 6 years | - |
| Gain YTD | -11.729 | -8.747 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 1000 | 1,000% |
| 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 | -7.21 | 115% |
| Returns for 3 years | 2.45 | 14.20 | 17% |
| Returns for 5 years | 3.01 | 20.50 | 15% |
| Returns for 10 years | 1.43 | N/A | - |
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