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UMBHX vs VEXPX
UMBHX vs VEXPX Comparison
Open Charts UMBHX vs VEXPX
Carillon Chartwell Small Cap I
Price$27.41
Change+$0.16 (+0.59%)
VolumeN/A
Net Assets203.69M
UMBHX vs VEXPX Comparison Chart in %
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UMBHX vs. VEXPX commentary
Jun 19, 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 VEXPX is a Buy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 19.4B vs. UMBHX (204M). VEXPX pays higher dividends than UMBHX: VEXPX (0.42) vs UMBHX (0.00). UMBHX was incepted earlier than VEXPX: UMBHX (39 years) vs VEXPX (58 years). UMBHX (0.90) is less costly to investors than VEXPX (0.44). VEXPX is a more actively managed with annual turnover of: 35.00 vs. UMBHX (27.00). VEXPX has a lower initial minimum investment than UMBHX: VEXPX (3000) vs UMBHX (10000). VEXPX annual gain was more profitable for investors over the last year : -3.67 vs. UMBHX (-5.22). VEXPX return over 5 years is better than : 9.54 vs. UMBHX (1.10).
| UMBHX | VEXPX | UMBHX / VEXPX | |
| Total Expense Ratio | 0.90 | 0.44 | 205% |
| Annual Report Gross Expense Ratio | 0.90 | 0.44 | 205% |
| Fund Existence | 39 years | 58 years | - |
| Gain YTD | -7.092 | -4.271 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 204M | 19.4B | 1% |
| Annual Yield % from dividends | 0.00 | 0.42 | - |
| Returns for 1 year | -5.22 | -3.67 | 142% |
| Returns for 3 years | 13.54 | 19.94 | 68% |
| Returns for 5 years | 1.10 | 9.54 | 12% |
| Returns for 10 years | 0.10 | 8.88 | 1% |
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