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UMBHX vs WCMNX
UMBHX vs WCMNX Comparison
Open Charts UMBHX vs WCMNX
Carillon Chartwell Small Cap I
Price$21.64
Change-$12.51 (-36.63%)
VolumeN/A
Net Assets132.33M
WCM Small Cap Growth Investor
Price$13.84
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets44.58M
UMBHX vs WCMNX Comparison Chart in %
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UMBHX vs. WCMNX commentary
Dec 28, 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 WCMNX is a Hold.
FUNDAMENTALS
Fundamentals
UMBHX has more cash in the bank: 132M vs. WCMNX (44.6M). 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 : 7.04 vs. UMBHX (-35.03). WCMNX return over 5 years is better than : -5.40 vs. UMBHX (-40.29).
| 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 | -26.219 | 9.062 | -289% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 1000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 132M | 44.6M | 296% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -35.03 | 7.04 | -498% |
| Returns for 3 years | -10.65 | 32.95 | -32% |
| Returns for 5 years | -40.29 | -5.40 | 746% |
| Returns for 10 years | -1.31 | N/A | - |
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