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UMBMX vs VEXMX
UMBMX vs VEXMX Comparison
Open Charts UMBMX vs VEXMX
Carillon Scout Mid Cap I
Price$23.90
Change-$0.59 (-2.41%)
VolumeN/A
Net Assets3.13B
Vanguard Extended Market Index Investor
Price$144.66
Change-$4.58 (-3.07%)
VolumeN/A
Net Assets116.7B
UMBMX vs VEXMX Comparison Chart
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UMBMX vs. VEXMX commentary
Feb 23, 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 Hold and VEXMX is a Hold.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 117B vs. UMBMX (3.13B). VEXMX pays higher dividends than UMBMX: VEXMX (1.09) vs UMBMX (0.15). UMBMX was incepted earlier than VEXMX: UMBMX (18 years) vs VEXMX (37 years). 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 : 17.90 vs. UMBMX (5.50). VEXMX return over 5 years is better than : 51.87 vs. UMBMX (27.05).
| UMBMX | VEXMX | UMBMX / VEXMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 37 years | - |
| Gain YTD | 5.651 | 3.495 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.13B | 117B | 3% |
| Annual Yield % from dividends | 0.15 | 1.09 | 14% |
| Returns for 1 year | 5.50 | 17.90 | 31% |
| Returns for 3 years | 9.53 | 24.92 | 38% |
| Returns for 5 years | 27.05 | 51.87 | 52% |
| Returns for 10 years | 55.95 | 122.10 | 46% |