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UMBMX vs VIEIX
UMBMX vs VIEIX Comparison
Open Charts UMBMX vs VIEIX
Carillon Scout Mid Cap I
Price$23.20
Change+$0.05 (+0.22%)
VolumeN/A
Net Assets2.93B
Vanguard Extended Market Index Instl
Price$134.46
Change-$0.10 (-0.07%)
VolumeN/A
Net Assets100.64B
UMBMX vs VIEIX Comparison Chart
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UMBMX vs. VIEIX 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 VIEIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIEIX has more cash in the bank: 101B vs. UMBMX (2.93B). VIEIX pays higher dividends than UMBMX: VIEIX (1.31) vs UMBMX (0.48). UMBMX was incepted earlier than VIEIX: UMBMX (19 years) vs VIEIX (28 years). UMBMX (0.98) 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 : 3.81 vs. UMBMX (-3.65). VIEIX return over 5 years is better than : 66.85 vs. UMBMX (42.31).
| UMBMX | VIEIX | UMBMX / VIEIX | |
| Total Expense Ratio | 0.95 | 0.05 | 1,900% |
| Annual Report Gross Expense Ratio | 0.98 | 0.05 | 1,960% |
| Fund Existence | 19 years | 28 years | - |
| Gain YTD | 0.086 | -6.591 | -1% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.93B | 101B | 3% |
| Annual Yield % from dividends | 0.48 | 1.31 | 36% |
| Returns for 1 year | -3.65 | 3.81 | -96% |
| Returns for 3 years | 9.14 | 30.64 | 30% |
| Returns for 5 years | 42.31 | 66.85 | 63% |
| Returns for 10 years | 47.82 | 100.73 | 47% |
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