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UMBHX vs VISGX
UMBHX vs VISGX Comparison
Open Charts UMBHX vs VISGX
Carillon Chartwell Small Cap I
Price$31.81
Change+$0.34 (+1.08%)
VolumeN/A
Net Assets224.13M
Vanguard Small Cap Growth Index I
Price$80.87
Change+$0.22 (+0.27%)
VolumeN/A
Net Assets39.74B
UMBHX vs VISGX Comparison Chart in %
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UMBHX vs. VISGX commentary
Nov 20, 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: 39.7B vs. UMBHX (224M). VISGX pays higher dividends than UMBHX: VISGX (0.43) vs UMBHX (0.00). UMBHX was incepted earlier than VISGX: UMBHX (39 years) vs VISGX (28 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 : 0.48 vs. UMBHX (-5.13). VISGX return over 5 years is better than : 18.88 vs. UMBHX (-7.87).
| 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 | 28 years | - |
| Gain YTD | 7.296 | 2.530 | 288% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 224M | 39.7B | 1% |
| Annual Yield % from dividends | 0.00 | 0.43 | - |
| Returns for 1 year | -5.13 | 0.48 | -1,073% |
| Returns for 3 years | 19.79 | 37.92 | 52% |
| Returns for 5 years | -7.87 | 18.88 | -42% |
| Returns for 10 years | 23.05 | 135.27 | 17% |
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