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UMBMX vs VEXMX
UMBMX vs VEXMX Comparison
Open Charts UMBMX vs VEXMX
Carillon Scout Mid Cap I
Price$23.20
Change+$0.05 (+0.22%)
VolumeN/A
Net Assets2.93B
Vanguard Extended Market Index Investor
Price$134.57
Change-$0.09 (-0.07%)
VolumeN/A
Net Assets100.64B
UMBMX vs VEXMX Comparison Chart
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UMBMX vs. VEXMX commentary
May 12, 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: 101B vs. UMBMX (2.93B). VEXMX pays higher dividends than UMBMX: VEXMX (1.16) vs UMBMX (0.48). UMBMX was incepted earlier than VEXMX: UMBMX (19 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: 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 : 3.78 vs. UMBMX (-3.65). VEXMX return over 5 years is better than : 66.59 vs. UMBMX (42.31).
| UMBMX | VEXMX | UMBMX / VEXMX | |
| Total Expense Ratio | 0.95 | 0.19 | 500% |
| Annual Report Gross Expense Ratio | 0.98 | 0.19 | 516% |
| Fund Existence | 19 years | 37 years | - |
| Gain YTD | 0.086 | -6.608 | -1% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.93B | 101B | 3% |
| Annual Yield % from dividends | 0.48 | 1.16 | 41% |
| Returns for 1 year | -3.65 | 3.78 | -97% |
| Returns for 3 years | 9.14 | 30.55 | 30% |
| Returns for 5 years | 42.31 | 66.59 | 64% |
| Returns for 10 years | 47.82 | 100.08 | 48% |
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