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UMBHX vs VEXPX
UMBHX vs VEXPX Comparison
Open Charts UMBHX vs VEXPX
Carillon Scout Small Cap I
Price$30.69
Change+$0.17 (+0.56%)
VolumeN/A
Net Assets263.87M
UMBHX vs VEXPX Comparison Chart
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UMBHX vs. VEXPX commentary
Jan 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 Buy and VEXPX is a Hold.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 22.1B vs. UMBHX (264M). VEXPX pays higher dividends than UMBHX: VEXPX (0.48) vs UMBHX (0.00). UMBHX was incepted earlier than VEXPX: UMBHX (38 years) vs VEXPX (57 years). VEXPX has a lower initial minimum investment than UMBHX: VEXPX (3000) vs UMBHX (10000). UMBHX annual gain was more profitable for investors over the last year : 17.59 vs. VEXPX (10.25). VEXPX return over 5 years is better than : 10.68 vs. UMBHX (2.98).
| UMBHX | VEXPX | UMBHX / VEXPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 38 years | 57 years | - |
| Gain YTD | 4.637 | 3.297 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264M | 22.1B | 1% |
| Annual Yield % from dividends | 0.00 | 0.48 | - |
| Returns for 1 year | 17.59 | 10.25 | 172% |
| Returns for 3 years | 2.27 | 1.66 | 136% |
| Returns for 5 years | 2.98 | 10.68 | 28% |
| Returns for 10 years | 26.17 | 32.29 | 81% |
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