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UMBHX vs VEXRX
UMBHX vs VEXRX Comparison
Open Charts UMBHX vs VEXRX
Carillon Scout Small Cap I
Price$30.69
Change+$0.17 (+0.56%)
VolumeN/A
Net Assets263.87M
Vanguard Explorer Adm
Price$110.38
Change+$0.37 (+0.34%)
VolumeN/A
Net Assets22.07B
UMBHX vs VEXRX Comparison Chart
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UMBHX vs. VEXRX 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 VEXRX is a Hold.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 22.1B vs. UMBHX (264M). 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 : 17.59 vs. VEXRX (10.36). VEXRX return over 5 years is better than : 10.73 vs. UMBHX (2.98).
| 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 | 4.637 | 3.304 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 50000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264M | 22.1B | 1% |
| Annual Yield % from dividends | 0.00 | 0.58 | - |
| Returns for 1 year | 17.59 | 10.36 | 170% |
| Returns for 3 years | 2.27 | 1.76 | 129% |
| Returns for 5 years | 2.98 | 10.73 | 28% |
| Returns for 10 years | 26.17 | 32.42 | 81% |
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