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UMBHX vs VSGAX
UMBHX vs VSGAX Comparison
Open Charts UMBHX vs VSGAX
Carillon Scout Small Cap I
Price$32.54
Change-$1.20 (-3.56%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Growth Index Admiral
Price$98.93
Change-$4.57 (-4.42%)
VolumeN/A
CapitalizationN/A
UMBHX vs VSGAX Comparison Chart
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UMBHX vs. VSGAX 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 VSGAX is a Hold.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 40.7B vs. UMBHX (270M). VSGAX pays higher dividends than UMBHX: VSGAX (0.66) vs UMBHX (0.00). UMBHX was incepted earlier than VSGAX: UMBHX (38 years) vs VSGAX (13 years). VSGAX has a lower initial minimum investment than UMBHX: VSGAX (3000) vs UMBHX (10000). UMBHX annual gain was more profitable for investors over the last year : 27.75 vs. VSGAX (24.05). VSGAX return over 5 years is better than : 49.70 vs. UMBHX (18.50).
| UMBHX | VSGAX | UMBHX / VSGAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 38 years | 13 years | - |
| Gain YTD | 25.102 | 22.062 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270M | 40.7B | 1% |
| Annual Yield % from dividends | 0.00 | 0.66 | - |
| Returns for 1 year | 27.75 | 24.05 | 115% |
| Returns for 3 years | -10.97 | 8.33 | -132% |
| Returns for 5 years | 18.50 | 49.70 | 37% |
| Returns for 10 years | 35.21 | 140.15 | 25% |
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| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| SSGVX | 121.29 | N/A | N/A |
| State Street Glb All Cap Eq ex-US Idx | |||
| TOVYX | 17.71 | -0.05 | -0.28% |
| American Beacon EAM Int Small Cap Y | |||
| FSANX | 16.36 | -0.05 | -0.30% |
| Fidelity Asset Manager 60% | |||
| FIKAX | 46.82 | -0.39 | -0.83% |
| Fidelity Advisor Energy Z | |||
| LRSFX | 16.13 | -1.97 | -10.90% |
| Lord Abbett Small Cap Value F | |||