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UMBHX vs VEXPX
UMBHX vs VEXPX Comparison
Open Charts UMBHX vs VEXPX
Carillon Chartwell Small Cap I
Price$27.08
Change-$0.02 (-0.07%)
VolumeN/A
Net Assets204.36M
UMBHX vs VEXPX Comparison Chart
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UMBHX vs. VEXPX commentary
May 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 Buy and VEXPX is a Buy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 18.9B vs. UMBHX (204M). VEXPX pays higher dividends than UMBHX: VEXPX (0.44) vs UMBHX (0.00). UMBHX was incepted earlier than VEXPX: UMBHX (39 years) vs VEXPX (57 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). UMBHX (-5.41) and VEXPX (-5.55) have marching annual gain over last year. VEXPX return over 5 years is better than : 16.89 vs. UMBHX (5.35).
| 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 | 57 years | - |
| Gain YTD | -7.603 | -3.749 | 203% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 204M | 18.9B | 1% |
| Annual Yield % from dividends | 0.00 | 0.44 | - |
| Returns for 1 year | -5.41 | -5.55 | 97% |
| Returns for 3 years | 6.11 | 13.11 | 47% |
| Returns for 5 years | 5.35 | 16.89 | 32% |
| Returns for 10 years | 4.38 | 11.69 | 37% |
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