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UMBMX vs VIEIX
UMBMX vs VIEIX Comparison
Open Charts UMBMX vs VIEIX
Carillon Scout Mid Cap I
Price$25.86
Change+$0.06 (+0.23%)
VolumeN/A
Net Assets3.18B
Vanguard Extended Market Index Instl
Price$157.59
Change+$0.83 (+0.53%)
VolumeN/A
Net Assets81.53B
UMBMX vs VIEIX Comparison Chart in %
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UMBMX vs. VIEIX commentary
Sep 06, 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 VIEIX is a Buy.
FUNDAMENTALS
Fundamentals
VIEIX has more cash in the bank: 81.5B vs. UMBMX (3.18B). VIEIX pays higher dividends than UMBMX: VIEIX (1.08) vs UMBMX (0.42). UMBMX was incepted earlier than VIEIX: UMBMX (19 years) vs VIEIX (28 years). UMBMX (0.99) is less costly to investors than VIEIX (0.05). UMBMX is a more actively managed with annual turnover of: 72.00 vs. VIEIX (11.00). UMBMX has a lower initial minimum investment than VIEIX: UMBMX (10000) vs VIEIX (5000000). VIEIX annual gain was more profitable for investors over the last year : 19.74 vs. UMBMX (4.64). VIEIX return over 5 years is better than : 61.75 vs. UMBMX (29.84).
| UMBMX | VIEIX | UMBMX / VIEIX | |
| Total Expense Ratio | 0.95 | 0.05 | 1,900% |
| Annual Report Gross Expense Ratio | 0.99 | 0.05 | 1,980% |
| Fund Existence | 19 years | 28 years | - |
| Gain YTD | 11.303 | 8.971 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.18B | 81.5B | 4% |
| Annual Yield % from dividends | 0.42 | 1.08 | 39% |
| Returns for 1 year | 4.64 | 19.74 | 23% |
| Returns for 3 years | 26.58 | 51.20 | 52% |
| Returns for 5 years | 29.84 | 61.75 | 48% |
| Returns for 10 years | 71.28 | 147.63 | 48% |
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