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UMBHX vs WCMLX
UMBHX vs WCMLX Comparison
Open Charts UMBHX vs WCMLX
Carillon Chartwell Small Cap I
Price$32.73
Change+$0.61 (+1.90%)
VolumeN/A
Net Assets230.53M
WCM Small Cap Growth Institutional
Price$14.04
Change+$0.25 (+1.81%)
VolumeN/A
Net Assets42.97M
UMBHX vs WCMLX Comparison Chart in %
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UMBHX vs. WCMLX commentary
Oct 21, 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 WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
UMBHX has more cash in the bank: 231M vs. WCMLX (43M). UMBHX (0.00) and WCMLX (0.00) have matching dividends . UMBHX was incepted earlier than WCMLX: UMBHX (39 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than UMBHX (0.90). WCMLX is a more actively managed with annual turnover of: 83.00 vs. UMBHX (27.00). UMBHX has a lower initial minimum investment than WCMLX: UMBHX (10000) vs WCMLX (100000). WCMLX annual gain was more profitable for investors over the last year : 1.70 vs. UMBHX (-1.80). WCMLX return over 5 years is better than : 12.48 vs. UMBHX (2.00).
| UMBHX | WCMLX | UMBHX / WCMLX | |
| Total Expense Ratio | 0.90 | 0.99 | 91% |
| Annual Report Gross Expense Ratio | 0.90 | 1.79 | 50% |
| Fund Existence | 39 years | 6 years | - |
| Gain YTD | 9.512 | 7.232 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 100000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 231M | 43M | 537% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -1.80 | 1.70 | -106% |
| Returns for 3 years | 31.75 | 33.88 | 94% |
| Returns for 5 years | 2.00 | 12.48 | 16% |
| Returns for 10 years | 30.07 | N/A | - |
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