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UMBMX vs VIEIX
UMBMX vs VIEIX Comparison
Open Charts UMBMX vs VIEIX
Carillon Scout Mid Cap I
Price$25.07
Change-$0.09 (-0.36%)
VolumeN/A
Net Assets3.11B
Vanguard Extended Market Index Instl
Price$151.98
Change-$0.44 (-0.29%)
VolumeN/A
Net Assets78.9B
UMBMX vs VIEIX Comparison Chart in %
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UMBMX vs. VIEIX commentary
Aug 17, 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 StrongBuy and VIEIX is a Buy.
FUNDAMENTALS
Fundamentals
VIEIX has more cash in the bank: 78.9B vs. UMBMX (3.11B). VIEIX pays higher dividends than UMBMX: VIEIX (1.12) vs UMBMX (0.43). 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 : 15.88 vs. UMBMX (2.04). VIEIX return over 5 years is better than : 56.65 vs. UMBMX (26.24).
| 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 | 8.542 | 5.954 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.11B | 78.9B | 4% |
| Annual Yield % from dividends | 0.43 | 1.12 | 39% |
| Returns for 1 year | 2.04 | 15.88 | 13% |
| Returns for 3 years | 13.79 | 30.69 | 45% |
| Returns for 5 years | 26.24 | 56.65 | 46% |
| Returns for 10 years | 58.55 | 128.91 | 45% |
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