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UMBHX vs VSGAX
UMBHX vs VSGAX Comparison
Open Charts UMBHX vs VSGAX
Carillon Chartwell Small Cap I
Price$31.16
Change+$0.25 (+0.81%)
VolumeN/A
Net Assets224.85M
Vanguard Small Cap Growth Index Admiral
Price$105.39
Change+$0.49 (+0.47%)
VolumeN/A
Net Assets38.63B
UMBHX vs VSGAX Comparison Chart in %
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UMBHX vs. VSGAX commentary
Sep 16, 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 VSGAX is a Buy.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 38.6B vs. UMBHX (225M). VSGAX pays higher dividends than UMBHX: VSGAX (0.51) vs UMBHX (0.00). UMBHX was incepted earlier than VSGAX: UMBHX (39 years) vs VSGAX (14 years). UMBHX (0.90) is less costly to investors than VSGAX (0.07). UMBHX is a more actively managed with annual turnover of: 27.00 vs. VSGAX (21.00). VSGAX has a lower initial minimum investment than UMBHX: VSGAX (3000) vs UMBHX (10000). VSGAX annual gain was more profitable for investors over the last year : 15.14 vs. UMBHX (-0.55). VSGAX return over 5 years is better than : 40.30 vs. UMBHX (5.27).
| UMBHX | VSGAX | UMBHX / VSGAX | |
| Total Expense Ratio | 0.90 | 0.07 | 1,286% |
| Annual Report Gross Expense Ratio | 0.90 | 0.07 | 1,286% |
| Fund Existence | 39 years | 14 years | - |
| Gain YTD | 5.387 | 6.637 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225M | 38.6B | 1% |
| Annual Yield % from dividends | 0.00 | 0.51 | - |
| Returns for 1 year | -0.55 | 15.14 | -4% |
| Returns for 3 years | 22.56 | 41.95 | 54% |
| Returns for 5 years | 5.27 | 40.30 | 13% |
| Returns for 10 years | 23.37 | 142.20 | 16% |
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