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UMBMX vs VEXAX
UMBMX vs VEXAX Comparison
Open Charts UMBMX vs VEXAX
Carillon Scout Mid Cap I
Price$25.86
Change+$0.06 (+0.23%)
VolumeN/A
Net Assets3.18B
Vanguard Extended Market Index Admiral
Price$157.61
Change+$0.84 (+0.54%)
VolumeN/A
Net Assets81.53B
UMBMX vs VEXAX Comparison Chart in %
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UMBMX vs. VEXAX commentary
Sep 06, 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 VEXAX is a Buy.
FUNDAMENTALS
Fundamentals
VEXAX has more cash in the bank: 81.5B vs. UMBMX (3.18B). VEXAX pays higher dividends than UMBMX: VEXAX (1.07) vs UMBMX (0.42). UMBMX was incepted earlier than VEXAX: UMBMX (19 years) vs VEXAX (25 years). UMBMX (0.99) is less costly to investors than VEXAX (0.05). UMBMX is a more actively managed with annual turnover of: 72.00 vs. VEXAX (11.00). VEXAX has a lower initial minimum investment than UMBMX: VEXAX (3000) vs UMBMX (10000). VEXAX annual gain was more profitable for investors over the last year : 19.73 vs. UMBMX (4.64). VEXAX return over 5 years is better than : 61.75 vs. UMBMX (29.84).
| UMBMX | VEXAX | UMBMX / VEXAX | |
| Total Expense Ratio | 0.95 | 0.05 | 1,900% |
| Annual Report Gross Expense Ratio | 0.99 | 0.05 | 1,980% |
| Fund Existence | 19 years | 25 years | - |
| Gain YTD | 11.303 | 8.970 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.18B | 81.5B | 4% |
| Annual Yield % from dividends | 0.42 | 1.07 | 39% |
| Returns for 1 year | 4.64 | 19.73 | 23% |
| Returns for 3 years | 26.58 | 51.18 | 52% |
| Returns for 5 years | 29.84 | 61.75 | 48% |
| Returns for 10 years | 71.28 | 147.59 | 48% |
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