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UMBHX vs VEXPX
UMBHX vs VEXPX Comparison
Open Charts UMBHX vs VEXPX
Carillon Chartwell Small Cap I
Price$28.37
Change-$0.91 (-3.11%)
VolumeN/A
Net Assets240.48M
UMBHX vs VEXPX Comparison Chart
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UMBHX vs. VEXPX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 22.9B vs. UMBHX (240M). 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 : 3.58 vs. VEXPX (0.58). VEXPX return over 5 years is better than : 6.78 vs. UMBHX (-5.56).
| 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 | -3.273 | -0.661 | 495% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240M | 22.9B | 1% |
| Annual Yield % from dividends | 0.00 | 0.48 | - |
| Returns for 1 year | 3.58 | 0.58 | 616% |
| Returns for 3 years | 1.54 | 3.23 | 48% |
| Returns for 5 years | -5.56 | 6.78 | -82% |
| Returns for 10 years | 10.72 | 17.94 | 60% |
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