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UMBHX vs VEXRX
UMBHX vs VEXRX Comparison
Open Charts UMBHX vs VEXRX
Carillon Chartwell Small Cap I
Price$28.37
Change-$0.91 (-3.11%)
VolumeN/A
Net Assets240.48M
Vanguard Explorer Adm
Price$106.16
Change-$3.05 (-2.79%)
VolumeN/A
Net Assets22.89B
UMBHX vs VEXRX Comparison Chart
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UMBHX vs. VEXRX 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 VEXRX is a Hold.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 22.9B vs. UMBHX (240M). VEXRX pays higher dividends than UMBHX: VEXRX (0.58) vs UMBHX (0.00). UMBHX was incepted earlier than VEXRX: UMBHX (38 years) vs VEXRX (23 years). UMBHX has a lower initial minimum investment than VEXRX: UMBHX (10000) vs VEXRX (50000). UMBHX annual gain was more profitable for investors over the last year : 3.58 vs. VEXRX (0.68). VEXRX return over 5 years is better than : 6.84 vs. UMBHX (-5.56).
| UMBHX | VEXRX | UMBHX / VEXRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 38 years | 23 years | - |
| Gain YTD | -3.273 | -0.646 | 507% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 50000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240M | 22.9B | 1% |
| Annual Yield % from dividends | 0.00 | 0.58 | - |
| Returns for 1 year | 3.58 | 0.68 | 525% |
| Returns for 3 years | 1.54 | 3.31 | 46% |
| Returns for 5 years | -5.56 | 6.84 | -81% |
| Returns for 10 years | 10.72 | 18.06 | 59% |
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