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UMBHX vs WCMNX
UMBHX vs WCMNX Comparison
Open Charts UMBHX vs WCMNX
Carillon Chartwell Small Cap I
Price$31.16
Change+$0.25 (+0.81%)
VolumeN/A
Net Assets224.85M
WCM Small Cap Growth Investor
Price$13.62
Change+$0.14 (+1.04%)
VolumeN/A
Net Assets44.71M
UMBHX vs WCMNX Comparison Chart in %
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UMBHX vs. WCMNX commentary
Sep 16, 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 Hold.
FUNDAMENTALS
Fundamentals
UMBHX has more cash in the bank: 225M vs. WCMNX (44.7M). 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 : 5.39 vs. UMBHX (-0.55). WCMNX return over 5 years is better than : 18.56 vs. UMBHX (5.27).
| UMBHX | WCMNX | UMBHX / WCMNX | |
| Total Expense Ratio | 0.90 | 1.24 | 73% |
| Annual Report Gross Expense Ratio | 0.90 | 2.04 | 44% |
| Fund Existence | 39 years | 6 years | - |
| Gain YTD | 5.387 | 6.225 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 1000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225M | 44.7M | 503% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -0.55 | 5.39 | -10% |
| Returns for 3 years | 22.56 | 27.17 | 83% |
| Returns for 5 years | 5.27 | 18.56 | 28% |
| Returns for 10 years | 23.37 | N/A | - |
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