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UMBHX vs VISGX
UMBHX vs VISGX Comparison
Open Charts UMBHX vs VISGX
Carillon Chartwell Small Cap I
Price$32.67
Change+$0.55 (+1.71%)
VolumeN/A
Net Assets231.37M
Vanguard Small Cap Growth Index I
Price$85.93
Change+$1.19 (+1.40%)
VolumeN/A
Net Assets39.1B
UMBHX vs VISGX Comparison Chart in %
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UMBHX vs. VISGX commentary
Oct 09, 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 VISGX is a Hold.
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 39.1B vs. UMBHX (231M). VISGX pays higher dividends than UMBHX: VISGX (0.44) 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 : 13.13 vs. UMBHX (1.97). VISGX return over 5 years is better than : 31.25 vs. UMBHX (2.16).
| 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 | 9.512 | 7.729 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 231M | 39.1B | 1% |
| Annual Yield % from dividends | 0.00 | 0.44 | - |
| Returns for 1 year | 1.97 | 13.13 | 15% |
| Returns for 3 years | 33.89 | 51.84 | 65% |
| Returns for 5 years | 2.16 | 31.25 | 7% |
| Returns for 10 years | 31.08 | 146.56 | 21% |
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