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UMBMX vs VEXAX
UMBMX vs VEXAX Comparison
Open Charts UMBMX vs VEXAX
Carillon Scout Mid Cap I
Price$25.07
Change-$0.09 (-0.36%)
VolumeN/A
Net Assets3.11B
Vanguard Extended Market Index Admiral
Price$151.99
Change-$0.44 (-0.29%)
VolumeN/A
Net Assets78.9B
UMBMX vs VEXAX Comparison Chart in %
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UMBMX vs. VEXAX commentary
Aug 17, 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 StrongBuy and VEXAX is a Buy.
FUNDAMENTALS
Fundamentals
VEXAX has more cash in the bank: 78.9B vs. UMBMX (3.11B). VEXAX pays higher dividends than UMBMX: VEXAX (1.12) vs UMBMX (0.43). 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 : 15.55 vs. UMBMX (2.04). VEXAX return over 5 years is better than : 56.20 vs. UMBMX (26.24).
| 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 | 8.542 | 5.647 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.11B | 78.9B | 4% |
| Annual Yield % from dividends | 0.43 | 1.12 | 39% |
| Returns for 1 year | 2.04 | 15.55 | 13% |
| Returns for 3 years | 13.79 | 30.32 | 45% |
| Returns for 5 years | 26.24 | 56.20 | 47% |
| Returns for 10 years | 58.55 | 128.21 | 46% |
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