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UMBMX vs VEXMX
UMBMX vs VEXMX Comparison
Open Charts UMBMX vs VEXMX
Carillon Scout Mid Cap I
Price$25.43
Change+$0.20 (+0.79%)
VolumeN/A
Net Assets3.15B
Vanguard Extended Market Index Investor
Price$152.18
Change+$1.02 (+0.67%)
VolumeN/A
Net Assets112.9B
UMBMX vs VEXMX Comparison Chart in %
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UMBMX vs. VEXMX commentary
Jul 27, 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 Buy and VEXMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 113B vs. UMBMX (3.15B). VEXMX pays higher dividends than UMBMX: VEXMX (1.01) vs UMBMX (0.44). 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 : 14.19 vs. UMBMX (4.87). VEXMX return over 5 years is better than : 65.21 vs. UMBMX (34.20).
| 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 | 9.707 | 5.673 | 171% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.15B | 113B | 3% |
| Annual Yield % from dividends | 0.44 | 1.01 | 43% |
| Returns for 1 year | 4.87 | 14.19 | 34% |
| Returns for 3 years | 24.28 | 46.85 | 52% |
| Returns for 5 years | 34.20 | 65.21 | 52% |
| Returns for 10 years | 63.75 | 129.02 | 49% |
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