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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
Jul 14, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
UMBHX has more cash in the bank: 241M vs. WCMNX (54.2M). 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 : 22.29 vs. UMBHX (-3.26). WCMNX return over 5 years is better than : 2.47 vs. UMBHX (-27.76).
| 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 | 31.185 | 13.358 | 233% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 1000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241M | 54.2M | 445% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -3.26 | 22.29 | -15% |
| Returns for 3 years | 4.11 | 27.05 | 15% |
| Returns for 5 years | -27.76 | 2.47 | -1,125% |
| Returns for 10 years | 24.53 | N/A | - |
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