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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
Sep 12, 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 Buy and WCMNX is a Hold.
FUNDAMENTALS
Fundamentals
UMBHX has more cash in the bank: 218M vs. WCMNX (47.2M). 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 : 2.55 vs. UMBHX (-18.68). WCMNX return over 5 years is better than : -8.65 vs. UMBHX (-35.58).
| 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 | 19.567 | 3.690 | 530% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 1000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218M | 47.2M | 462% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -18.68 | 2.55 | -731% |
| Returns for 3 years | 2.75 | 22.49 | 12% |
| Returns for 5 years | -35.58 | -8.65 | 411% |
| Returns for 10 years | 14.63 | N/A | - |
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