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UMBMX vs VEMPX
UMBMX vs VEMPX Comparison
Open Charts UMBMX vs VEMPX
Carillon Scout Mid Cap I
Price$23.90
Change-$0.59 (-2.41%)
VolumeN/A
Net Assets3.13B
Vanguard Extended Market Index InstlPlus
Price$356.76
Change-$11.27 (-3.06%)
VolumeN/A
Net Assets116.7B
UMBMX vs VEMPX Comparison Chart
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UMBMX vs. VEMPX commentary
Feb 23, 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 Hold and VEMPX is a Hold.
FUNDAMENTALS
Fundamentals
VEMPX has more cash in the bank: 117B vs. UMBMX (3.13B). VEMPX pays higher dividends than UMBMX: VEMPX (1.22) vs UMBMX (0.15). UMBMX was incepted earlier than VEMPX: UMBMX (18 years) vs VEMPX (14 years). 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 : 17.93 vs. UMBMX (5.50). VEMPX return over 5 years is better than : 52.11 vs. UMBMX (27.05).
| UMBMX | VEMPX | UMBMX / VEMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 14 years | - |
| Gain YTD | 5.651 | 3.510 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.13B | 117B | 3% |
| Annual Yield % from dividends | 0.15 | 1.22 | 12% |
| Returns for 1 year | 5.50 | 17.93 | 31% |
| Returns for 3 years | 9.53 | 25.01 | 38% |
| Returns for 5 years | 27.05 | 52.11 | 52% |
| Returns for 10 years | 55.95 | 122.95 | 46% |
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