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UMBMX vs VEXMX
UMBMX vs VEXMX Comparison
Open Charts UMBMX vs VEXMX
Carillon Scout Mid Cap I
Price$25.86
Change+$0.06 (+0.23%)
VolumeN/A
Net Assets3.18B
Vanguard Extended Market Index Investor
Price$157.70
Change+$0.83 (+0.53%)
VolumeN/A
Net Assets81.53B
UMBMX vs VEXMX Comparison Chart in %
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UMBMX vs. VEXMX 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 VEXMX is a Buy.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 81.5B vs. UMBMX (3.18B). VEXMX pays higher dividends than UMBMX: VEXMX (0.95) vs UMBMX (0.42). UMBMX was incepted earlier than VEXMX: UMBMX (19 years) vs VEXMX (38 years). UMBMX (0.99) is less costly to investors than VEXMX (0.19). UMBMX is a more actively managed with annual turnover of: 72.00 vs. VEXMX (11.00). 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 : 19.70 vs. UMBMX (4.64). VEXMX return over 5 years is better than : 61.51 vs. UMBMX (29.84).
| UMBMX | VEXMX | UMBMX / VEXMX | |
| Total Expense Ratio | 0.95 | 0.19 | 500% |
| Annual Report Gross Expense Ratio | 0.99 | 0.19 | 521% |
| Fund Existence | 19 years | 38 years | - |
| Gain YTD | 11.303 | 8.930 | 127% |
| 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 | 0.95 | 44% |
| Returns for 1 year | 4.64 | 19.70 | 24% |
| Returns for 3 years | 26.58 | 51.07 | 52% |
| Returns for 5 years | 29.84 | 61.51 | 49% |
| Returns for 10 years | 71.28 | 146.92 | 49% |
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