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UMBHX vs WCMNX
UMBHX vs WCMNX Comparison
Open Charts UMBHX vs WCMNX
UMBHX vs WCMNX Comparison Chart in %
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UMBHX vs. WCMNX commentary
Aug 03, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
UMBHX has more cash in the bank: 229M vs. WCMNX (51.1M). UMBHX (0.00) and WCMNX (0.00) have matching dividends . UMBHX was incepted earlier than WCMNX: UMBHX (40 years) vs WCMNX (7 years). WCMNX (2.04) is less costly to investors than UMBHX (0.89). UMBHX is a more actively managed with annual turnover of: 154.00 vs. WCMNX (89.00). 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 : 13.50 vs. UMBHX (-10.12). WCMNX return over 5 years is better than : -5.18 vs. UMBHX (-32.21).
| UMBHX | WCMNX | UMBHX / WCMNX | |
| Total Expense Ratio | 0.89 | 1.24 | 72% |
| Annual Report Gross Expense Ratio | 0.89 | 2.04 | 44% |
| Fund Existence | 40 years | 7 years | - |
| Gain YTD | 24.130 | 7.970 | 303% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 1000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 229M | 51.1M | 448% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -10.12 | 13.50 | -75% |
| Returns for 3 years | -2.73 | 18.85 | -14% |
| Returns for 5 years | -32.21 | -5.18 | 621% |
| Returns for 10 years | 18.95 | N/A | - |
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