Ad is loading...
Ad is loading...
UMBHX vs VEXRX
UMBHX vs VEXRX Comparison
Open Charts UMBHX vs VEXRX
Carillon Scout Small Cap I
Price$32.57
Change-$0.69 (-2.07%)
VolumeN/A
CapitalizationN/A
Vanguard Explorer Adm
Price$116.29
Change-$2.06 (-1.74%)
VolumeN/A
CapitalizationN/A
UMBHX vs VEXRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
UMBHX vs. VEXRX commentary
Nov 18, 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 StrongSell and VEXRX is a StrongSell.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 22B 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 : 35.31 vs. VEXRX (26.37). VEXRX return over 5 years is better than : 18.31 vs. UMBHX (13.16).
| 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 | 20.764 | 12.651 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 50000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264M | 22B | 1% |
| Annual Yield % from dividends | 0.00 | 0.58 | - |
| Returns for 1 year | 35.31 | 26.37 | 134% |
| Returns for 3 years | -20.83 | -20.66 | 101% |
| Returns for 5 years | 13.16 | 18.31 | 72% |
| Returns for 10 years | 30.36 | 18.71 | 162% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers