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UMBHX vs VEXPX
UMBHX vs VEXPX Comparison
Open Charts UMBHX vs VEXPX
Carillon Scout Small Cap I
Price$32.54
Change-$1.20 (-3.56%)
VolumeN/A
CapitalizationN/A
UMBHX vs VEXPX Comparison Chart
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UMBHX vs. VEXPX commentary
Dec 19, 2024
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: 23.9B vs. UMBHX (270M). 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 : 27.75 vs. VEXPX (17.01). VEXPX return over 5 years is better than : 22.08 vs. UMBHX (18.50).
| 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 | 25.102 | 14.606 | 172% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270M | 23.9B | 1% |
| Annual Yield % from dividends | 0.00 | 0.48 | - |
| Returns for 1 year | 27.75 | 17.01 | 163% |
| Returns for 3 years | -10.97 | -11.82 | 93% |
| Returns for 5 years | 18.50 | 22.08 | 84% |
| Returns for 10 years | 35.21 | 37.31 | 94% |
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