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UMBHX vs WCMNX
UMBHX vs WCMNX Comparison
Open Charts UMBHX vs WCMNX
Carillon Scout Small Cap I
Price$32.57
Change-$0.69 (-2.07%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Investor
Price$13.16
Change-$0.35 (-2.59%)
VolumeN/A
CapitalizationN/A
UMBHX vs WCMNX Comparison Chart
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UMBHX vs. WCMNX commentary
Nov 18, 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 StrongSell and WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
UMBHX has more cash in the bank: 264M vs. WCMNX (40.7M). 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 : 35.31 vs. WCMNX (20.73). WCMNX return over 5 years is better than : 28.64 vs. UMBHX (13.16).
| 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 | 20.764 | 7.869 | 264% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 1000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264M | 40.7M | 649% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 35.31 | 20.73 | 170% |
| Returns for 3 years | -20.83 | -18.16 | 115% |
| Returns for 5 years | 13.16 | 28.64 | 46% |
| Returns for 10 years | 30.36 | N/A | - |
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