UMBMX
Price
$25.43
Change
+$0.20 (+0.79%)
Updated
Jul 25 closing price
Net Assets
3.15B
VEXMX
Price
$152.18
Change
+$1.02 (+0.67%)
Updated
Jul 25 closing price
Net Assets
112.9B
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UMBMX vs VEXMX

Header iconUMBMX vs VEXMX Comparison
Open Charts UMBMX vs VEXMXBanner chart's image
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.

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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).
UMBMXVEXMXUMBMX / VEXMX
Total Expense Ratio0.950.19500%
Annual Report Gross Expense Ratio0.990.19521%
Fund Existence19 years38 years-
Gain YTD9.7075.673171%
Front LoadN/AN/A-
Min. Initial Investment100003000333%
Min. Initial Investment IRAN/AN/A-
Net Assets3.15B113B3%
Annual Yield % from dividends0.441.0143%
Returns for 1 year4.8714.1934%
Returns for 3 years24.2846.8552%
Returns for 5 years34.2065.2152%
Returns for 10 years63.75129.0249%
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