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UMBHX vs VISGX
UMBHX vs VISGX Comparison
Open Charts UMBHX vs VISGX
Carillon Chartwell Small Cap I
Price$29.98
Change+$0.80 (+2.74%)
VolumeN/A
Net Assets219.69M
Vanguard Small Cap Growth Index I
Price$82.12
Change+$2.26 (+2.83%)
VolumeN/A
Net Assets37.46B
UMBHX vs VISGX Comparison Chart in %
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UMBHX vs. VISGX commentary
Aug 25, 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 VISGX is a Buy.
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 37.5B vs. UMBHX (220M). VISGX pays higher dividends than UMBHX: VISGX (0.42) vs UMBHX (0.00). UMBHX was incepted earlier than VISGX: UMBHX (39 years) vs VISGX (27 years). UMBHX (0.90) is less costly to investors than VISGX (0.19). UMBHX is a more actively managed with annual turnover of: 27.00 vs. VISGX (21.00). VISGX has a lower initial minimum investment than UMBHX: VISGX (3000) vs UMBHX (10000). VISGX annual gain was more profitable for investors over the last year : 13.95 vs. UMBHX (-2.98). VISGX return over 5 years is better than : 36.66 vs. UMBHX (2.73).
| UMBHX | VISGX | UMBHX / VISGX | |
| Total Expense Ratio | 0.90 | 0.19 | 474% |
| Annual Report Gross Expense Ratio | 0.90 | 0.19 | 474% |
| Fund Existence | 39 years | 27 years | - |
| Gain YTD | 2.216 | 4.368 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 220M | 37.5B | 1% |
| Annual Yield % from dividends | 0.00 | 0.42 | - |
| Returns for 1 year | -2.98 | 13.95 | -21% |
| Returns for 3 years | 9.02 | 31.96 | 28% |
| Returns for 5 years | 2.73 | 36.66 | 7% |
| Returns for 10 years | 24.06 | 149.18 | 16% |
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