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UMBMX vs VIMAX
UMBMX vs VIMAX Comparison
Open Charts UMBMX vs VIMAX
Carillon Scout Mid Cap I
Price$24.73
Change-$0.35 (-1.40%)
VolumeN/A
Net Assets3.13B
Vanguard Mid Cap Index Admiral
Price$346.40
Change-$4.63 (-1.32%)
VolumeN/A
Net Assets192.45B
UMBMX vs VIMAX Comparison Chart in %
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UMBMX vs. VIMAX commentary
Jul 16, 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 VIMAX is a Buy.
FUNDAMENTALS
Fundamentals
VIMAX has more cash in the bank: 192B vs. UMBMX (3.13B). VIMAX pays higher dividends than UMBMX: VIMAX (1.52) vs UMBMX (0.44). UMBMX was incepted earlier than VIMAX: UMBMX (19 years) vs VIMAX (24 years). UMBMX (0.99) is less costly to investors than VIMAX (0.05). UMBMX is a more actively managed with annual turnover of: 72.00 vs. VIMAX (16.00). VIMAX has a lower initial minimum investment than UMBMX: VIMAX (3000) vs UMBMX (10000). VIMAX annual gain was more profitable for investors over the last year : 14.02 vs. UMBMX (1.51). VIMAX return over 5 years is better than : 68.76 vs. UMBMX (34.04).
| UMBMX | VIMAX | UMBMX / VIMAX | |
| Total Expense Ratio | 0.95 | 0.05 | 1,900% |
| Annual Report Gross Expense Ratio | 0.99 | 0.05 | 1,980% |
| Fund Existence | 19 years | 24 years | - |
| Gain YTD | 8.197 | 7.459 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.13B | 192B | 2% |
| Annual Yield % from dividends | 0.44 | 1.52 | 29% |
| Returns for 1 year | 1.51 | 14.02 | 11% |
| Returns for 3 years | 25.25 | 42.76 | 59% |
| Returns for 5 years | 34.04 | 68.76 | 49% |
| Returns for 10 years | 58.33 | 124.50 | 47% |
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