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UMBMX vs VEXMX
UMBMX vs VEXMX Comparison
Open Charts UMBMX vs VEXMX
Carillon Scout Mid Cap I
Price$25.07
Change-$0.09 (-0.36%)
VolumeN/A
Net Assets3.11B
Vanguard Extended Market Index Investor
Price$152.10
Change-$0.44 (-0.29%)
VolumeN/A
Net Assets78.9B
UMBMX vs VEXMX Comparison Chart in %
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UMBMX vs. VEXMX 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 VEXMX is a Buy.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 78.9B vs. UMBMX (3.11B). VEXMX pays higher dividends than UMBMX: VEXMX (0.99) vs UMBMX (0.43). 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 : 15.85 vs. UMBMX (2.04). VEXMX return over 5 years is better than : 56.42 vs. UMBMX (26.24).
| 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 | 8.542 | 5.923 | 144% |
| 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 | 0.99 | 44% |
| Returns for 1 year | 2.04 | 15.85 | 13% |
| Returns for 3 years | 13.79 | 30.59 | 45% |
| Returns for 5 years | 26.24 | 56.42 | 47% |
| Returns for 10 years | 58.55 | 128.24 | 46% |
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