UMBHX
Price
$28.92
Change
-$0.44 (-1.50%)
Updated
Aug 1 closing price
Net Assets
216.67M
WCMNX
Price
$12.67
Change
-$0.22 (-1.71%)
Updated
Aug 1 closing price
Net Assets
44.17M
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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$28.92
Change-$0.44 (-1.50%)
VolumeN/A
Net Assets216.67M
WCM Small Cap Growth Investor
Price$12.67
Change-$0.22 (-1.71%)
VolumeN/A
Net Assets44.17M
UMBHX vs WCMNX Comparison Chart in %
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UMBHX vs. WCMNX commentary
Aug 03, 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.

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FUNDAMENTALS
Fundamentals
UMBHX has more cash in the bank: 217M vs. WCMNX (44.2M). 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 : 1.98 vs. UMBHX (-4.83). WCMNX return over 5 years is better than : 20.81 vs. UMBHX (0.82).
UMBHXWCMNXUMBHX / WCMNX
Total Expense Ratio0.901.2473%
Annual Report Gross Expense Ratio0.902.0444%
Fund Existence39 years6 years-
Gain YTD0.1021.5766%
Front LoadN/AN/A-
Min. Initial Investment1000010001,000%
Min. Initial Investment IRAN/AN/A-
Net Assets217M44.2M491%
Annual Yield % from dividends0.000.00-
Returns for 1 year-4.831.98-244%
Returns for 3 years6.3415.1942%
Returns for 5 years0.8220.814%
Returns for 10 years9.33N/A-
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