Ad is loading...
UMBMX vs VEMPX
UMBMX vs VEMPX Comparison
Open Charts UMBMX vs VEMPX
Carillon Scout Mid Cap I
Price$23.20
Change+$0.05 (+0.22%)
VolumeN/A
Net Assets2.93B
Vanguard Extended Market Index InstlPlus
Price$331.83
Change-$0.23 (-0.07%)
VolumeN/A
Net Assets100.64B
UMBMX vs VEMPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
UMBMX vs. VEMPX commentary
May 12, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VEMPX has more cash in the bank: 101B vs. UMBMX (2.93B). VEMPX pays higher dividends than UMBMX: VEMPX (1.32) vs UMBMX (0.48). UMBMX was incepted earlier than VEMPX: UMBMX (19 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: 72.00 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 : 3.81 vs. UMBMX (-3.65). VEMPX return over 5 years is better than : 66.87 vs. UMBMX (42.31).
| 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 | 19 years | 14 years | - |
| Gain YTD | 0.086 | -6.591 | -1% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.93B | 101B | 3% |
| Annual Yield % from dividends | 0.48 | 1.32 | 36% |
| Returns for 1 year | -3.65 | 3.81 | -96% |
| Returns for 3 years | 9.14 | 30.65 | 30% |
| Returns for 5 years | 42.31 | 66.87 | 63% |
| Returns for 10 years | 47.82 | 100.81 | 47% |
View a ticker or compare two or three
VS
VS
Ad is loading...