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UMBMX vs VEMPX
UMBMX vs VEMPX Comparison
Open Charts UMBMX vs VEMPX
Carillon Scout Mid Cap I
Price$21.41
Change+$0.18 (+0.85%)
VolumeN/A
Net Assets2.72B
Vanguard Extended Market Index InstlPlus
Price$303.28
Change+$2.42 (+0.80%)
VolumeN/A
Net Assets101.44B
UMBMX vs VEMPX Comparison Chart
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UMBMX vs. VEMPX commentary
Apr 19, 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 UMBMX is a Buy and VEMPX is a Buy.
FUNDAMENTALS
Fundamentals
VEMPX has more cash in the bank: 101B vs. UMBMX (2.72B). VEMPX pays higher dividends than UMBMX: VEMPX (1.31) vs UMBMX (0.47). UMBMX was incepted earlier than VEMPX: UMBMX (18 years) vs VEMPX (14 years). UMBMX (0.98) is less costly to investors than VEMPX (0.04). UMBMX is a more actively managed with annual turnover of: 112.00 vs. VEMPX (11.00). UMBMX has a lower initial minimum investment than VEMPX: UMBMX (10000) vs VEMPX (100000000). VEMPX annual gain was more profitable for investors over the last year : 0.16 vs. UMBMX (-7.65). VEMPX return over 5 years is better than : 65.62 vs. UMBMX (37.95).
| UMBMX | VEMPX | UMBMX / VEMPX | |
| Total Expense Ratio | 0.95 | 0.04 | 2,375% |
| Annual Report Gross Expense Ratio | 0.98 | 0.04 | 2,450% |
| Fund Existence | 18 years | 14 years | - |
| Gain YTD | -7.636 | -14.628 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.72B | 101B | 3% |
| Annual Yield % from dividends | 0.47 | 1.31 | 36% |
| Returns for 1 year | -7.65 | 0.16 | -4,769% |
| Returns for 3 years | -10.72 | 3.04 | -353% |
| Returns for 5 years | 37.95 | 65.62 | 58% |
| Returns for 10 years | 33.28 | 80.50 | 41% |
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