Ad is loading...
Ad is loading...
UMBHX vs VSGAX
UMBHX vs VSGAX Comparison
Open Charts UMBHX vs VSGAX
Carillon Scout Small Cap I
Price$32.57
Change-$0.69 (-2.07%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Growth Index Admiral
Price$98.58
Change-$1.57 (-1.57%)
VolumeN/A
CapitalizationN/A
UMBHX vs VSGAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
UMBHX vs. VSGAX 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 VSGAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 35.8B vs. UMBHX (264M). 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 : 35.31 vs. VSGAX (32.36). VSGAX return over 5 years is better than : 47.65 vs. UMBHX (13.16).
| 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 | 20.764 | 16.259 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264M | 35.8B | 1% |
| Annual Yield % from dividends | 0.00 | 0.66 | - |
| Returns for 1 year | 35.31 | 32.36 | 109% |
| Returns for 3 years | -20.83 | -6.65 | 313% |
| Returns for 5 years | 13.16 | 47.65 | 28% |
| Returns for 10 years | 30.36 | 131.60 | 23% |
View a ticker or compare two or three
VS
VS
Ad is loading...