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UMBMX vs VEXMX
UMBMX vs VEXMX Comparison
Open Charts UMBMX vs VEXMX
Carillon Scout Mid Cap I
Price$21.41
Change+$0.18 (+0.85%)
VolumeN/A
Net Assets2.72B
Vanguard Extended Market Index Investor
Price$123.00
Change+$0.98 (+0.80%)
VolumeN/A
Net Assets101.44B
UMBMX vs VEXMX Comparison Chart
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UMBMX vs. VEXMX commentary
Apr 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 Buy and VEXMX is a Buy.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 101B vs. UMBMX (2.72B). VEXMX pays higher dividends than UMBMX: VEXMX (1.15) vs UMBMX (0.47). UMBMX was incepted earlier than VEXMX: UMBMX (18 years) vs VEXMX (37 years). UMBMX (0.98) is less costly to investors than VEXMX (0.19). UMBMX is a more actively managed with annual turnover of: 112.00 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 : 0.13 vs. UMBMX (-7.65). VEXMX return over 5 years is better than : 65.34 vs. UMBMX (37.95).
| UMBMX | VEXMX | UMBMX / VEXMX | |
| Total Expense Ratio | 0.95 | 0.19 | 500% |
| Annual Report Gross Expense Ratio | 0.98 | 0.19 | 516% |
| Fund Existence | 18 years | 37 years | - |
| Gain YTD | -7.636 | -14.638 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.72B | 101B | 3% |
| Annual Yield % from dividends | 0.47 | 1.15 | 41% |
| Returns for 1 year | -7.65 | 0.13 | -5,937% |
| Returns for 3 years | -10.72 | 2.95 | -363% |
| Returns for 5 years | 37.95 | 65.34 | 58% |
| Returns for 10 years | 33.28 | 79.83 | 42% |
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