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UMBHX vs WCMNX
UMBHX vs WCMNX Comparison
Open Charts UMBHX vs WCMNX
Carillon Scout Small Cap I
Price$30.69
Change+$0.17 (+0.56%)
VolumeN/A
Net Assets263.87M
WCM Small Cap Growth Investor
Price$13.28
Change+$0.08 (+0.61%)
VolumeN/A
Net Assets41.83M
UMBHX vs WCMNX Comparison Chart
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UMBHX vs. WCMNX commentary
Jan 19, 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: 264M 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 : 17.59 vs. WCMNX (11.60). WCMNX return over 5 years is better than : 21.39 vs. UMBHX (2.98).
| 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 | 4.637 | 4.649 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 1000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264M | 41.8M | 632% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 17.59 | 11.60 | 152% |
| Returns for 3 years | 2.27 | 6.92 | 33% |
| Returns for 5 years | 2.98 | 21.39 | 14% |
| Returns for 10 years | 26.17 | N/A | - |
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