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UMBMX vs VEMPX
UMBMX vs VEMPX Comparison
Open Charts UMBMX vs VEMPX
Carillon Scout Mid Cap I
Price$25.05
Change+$0.17 (+0.68%)
VolumeN/A
Net Assets3.13B
Vanguard Extended Market Index InstlPlus
Price$369.73
Change+$3.42 (+0.93%)
VolumeN/A
Net Assets107.69B
UMBMX vs VEMPX Comparison Chart in %
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UMBMX vs. VEMPX commentary
Jul 05, 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: 108B vs. UMBMX (3.13B). VEMPX pays higher dividends than UMBMX: VEMPX (1.16) vs UMBMX (0.44). UMBMX was incepted earlier than VEMPX: UMBMX (19 years) vs VEMPX (14 years). UMBMX (0.99) 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 : 17.49 vs. UMBMX (4.42). VEMPX return over 5 years is better than : 68.51 vs. UMBMX (38.12).
| UMBMX | VEMPX | UMBMX / VEMPX | |
| Total Expense Ratio | 0.95 | 0.04 | 2,375% |
| Annual Report Gross Expense Ratio | 0.99 | 0.04 | 2,475% |
| Fund Existence | 19 years | 14 years | - |
| Gain YTD | 8.067 | 4.145 | 195% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.13B | 108B | 3% |
| Annual Yield % from dividends | 0.44 | 1.16 | 38% |
| Returns for 1 year | 4.42 | 17.49 | 25% |
| Returns for 3 years | 22.85 | 49.77 | 46% |
| Returns for 5 years | 38.12 | 68.51 | 56% |
| Returns for 10 years | 60.50 | 123.67 | 49% |
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