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UMBHX vs VEXRX
UMBHX vs VEXRX Comparison
Open Charts UMBHX vs VEXRX
Carillon Scout Small Cap I
Price$32.54
Change-$1.20 (-3.56%)
VolumeN/A
CapitalizationN/A
Vanguard Explorer Adm
Price$113.98
Change-$4.46 (-3.77%)
VolumeN/A
CapitalizationN/A
UMBHX vs VEXRX Comparison Chart
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UMBHX vs. VEXRX 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 VEXRX is a Hold.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 23.9B vs. UMBHX (270M). 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 : 27.75 vs. VEXRX (17.14). VEXRX return over 5 years is better than : 22.14 vs. UMBHX (18.50).
| 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 | 25.102 | 14.734 | 170% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 50000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270M | 23.9B | 1% |
| Annual Yield % from dividends | 0.00 | 0.58 | - |
| Returns for 1 year | 27.75 | 17.14 | 162% |
| Returns for 3 years | -10.97 | -11.87 | 92% |
| Returns for 5 years | 18.50 | 22.14 | 84% |
| Returns for 10 years | 35.21 | 37.47 | 94% |
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