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UMBMX vs VEMPX
UMBMX vs VEMPX Comparison
Open Charts UMBMX vs VEMPX
Carillon Scout Mid Cap I
Price$24.16
Change+$0.17 (+0.71%)
VolumeN/A
Net Assets3.18B
Vanguard Extended Market Index InstlPlus
Price$369.73
Change+$2.48 (+0.68%)
VolumeN/A
Net Assets111.13B
UMBMX vs VEMPX Comparison Chart
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UMBMX vs. VEMPX commentary
Jan 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 Hold and VEMPX is a Hold.
FUNDAMENTALS
Fundamentals
VEMPX has more cash in the bank: 111B vs. UMBMX (3.18B). 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 : 24.95 vs. UMBMX (13.20). VEMPX return over 5 years is better than : 54.69 vs. UMBMX (24.82).
| 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 | 4.228 | 3.988 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.18B | 111B | 3% |
| Annual Yield % from dividends | 0.15 | 1.22 | 12% |
| Returns for 1 year | 13.20 | 24.95 | 53% |
| Returns for 3 years | 3.76 | 18.29 | 21% |
| Returns for 5 years | 24.82 | 54.69 | 45% |
| Returns for 10 years | 63.77 | 138.78 | 46% |
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