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UMBMX vs VEXMX
UMBMX vs VEXMX Comparison
Open Charts UMBMX vs VEXMX
Carillon Scout Mid Cap I
Price$24.16
Change+$0.17 (+0.71%)
VolumeN/A
Net Assets3.18B
Vanguard Extended Market Index Investor
Price$149.94
Change+$1.00 (+0.67%)
VolumeN/A
Net Assets111.13B
UMBMX vs VEXMX Comparison Chart
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UMBMX vs. VEXMX 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 VEXMX is a Hold.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 111B vs. UMBMX (3.18B). VEXMX pays higher dividends than UMBMX: VEXMX (1.09) vs UMBMX (0.15). UMBMX was incepted earlier than VEXMX: UMBMX (18 years) vs VEXMX (37 years). VEXMX has a lower initial minimum investment than UMBMX: VEXMX (3000) vs UMBMX (10000). VEXMX annual gain was more profitable for investors over the last year : 24.91 vs. UMBMX (13.20). VEXMX return over 5 years is better than : 54.44 vs. UMBMX (24.82).
| UMBMX | VEXMX | UMBMX / VEXMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 37 years | - |
| Gain YTD | 4.228 | 3.981 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.18B | 111B | 3% |
| Annual Yield % from dividends | 0.15 | 1.09 | 14% |
| Returns for 1 year | 13.20 | 24.91 | 53% |
| Returns for 3 years | 3.76 | 18.20 | 21% |
| Returns for 5 years | 24.82 | 54.44 | 46% |
| Returns for 10 years | 63.77 | 137.82 | 46% |
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