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UMBHX vs WCMNX
UMBHX vs WCMNX Comparison
Open Charts UMBHX vs WCMNX
Carillon Chartwell Small Cap I
Price$24.03
Change-$1.10 (-4.38%)
VolumeN/A
Net Assets203.47M
WCM Small Cap Growth Investor
Price$10.48
Change-$0.45 (-4.12%)
VolumeN/A
Net Assets39.93M
UMBHX vs WCMNX Comparison Chart
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UMBHX vs. WCMNX commentary
Apr 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 Hold and WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
UMBHX has more cash in the bank: 203M vs. WCMNX (39.9M). UMBHX (0.00) and WCMNX (0.00) have matching dividends . UMBHX was incepted earlier than WCMNX: UMBHX (38 years) vs WCMNX (5 years). WCMNX (2.11) is less costly to investors than UMBHX (0.96). WCMNX is a more actively managed with annual turnover of: 48.00 vs. UMBHX (7.00). 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 : -8.45 vs. WCMNX (-13.46). WCMNX return over 5 years is better than : 28.29 vs. UMBHX (11.26).
| UMBHX | WCMNX | UMBHX / WCMNX | |
| Total Expense Ratio | 0.95 | 1.24 | 77% |
| Annual Report Gross Expense Ratio | 0.96 | 2.11 | 45% |
| Fund Existence | 38 years | 5 years | - |
| Gain YTD | -14.320 | -13.869 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 1000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 203M | 39.9M | 509% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -8.45 | -13.46 | 63% |
| Returns for 3 years | -10.63 | -6.18 | 172% |
| Returns for 5 years | 11.26 | 28.29 | 40% |
| Returns for 10 years | -5.04 | N/A | - |
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