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UMBMX vs VIMAX
UMBMX vs VIMAX Comparison
Open Charts UMBMX vs VIMAX
Carillon Scout Mid Cap I
Price$25.71
Change-$0.11 (-0.43%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index Admiral
Price$323.81
Change-$0.59 (-0.18%)
VolumeN/A
CapitalizationN/A
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UMBMX vs VIMAX Comparison Chart
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UMBMX vs. VIMAX commentary
Sep 21, 2024
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 VIMAX is a Buy.
FUNDAMENTALS
Fundamentals
VIMAX has more cash in the bank: 172B vs. UMBMX (3.16B). VIMAX pays higher dividends than UMBMX: VIMAX (1.49) vs UMBMX (0.15). UMBMX was incepted earlier than VIMAX: UMBMX (18 years) vs VIMAX (23 years). VIMAX has a lower initial minimum investment than UMBMX: VIMAX (3000) vs UMBMX (10000). UMBMX annual gain was more profitable for investors over the last year : 30.07 vs. VIMAX (25.16). VIMAX return over 5 years is better than : 56.90 vs. UMBMX (41.29).
| UMBMX | VIMAX | UMBMX / VIMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | 17.936 | 12.587 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.16B | 172B | 2% |
| Annual Yield % from dividends | 0.15 | 1.49 | 10% |
| Returns for 1 year | 30.07 | 25.16 | 120% |
| Returns for 3 years | -1.29 | 9.84 | -13% |
| Returns for 5 years | 41.29 | 56.90 | 73% |
| Returns for 10 years | 42.99 | 128.63 | 33% |
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