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UMBMX vs VMCIX
UMBMX vs VMCIX Comparison
Open Charts UMBMX vs VMCIX
Carillon Scout Mid Cap I
Price$25.71
Change-$0.11 (-0.43%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index Institutional
Price$71.53
Change-$0.13 (-0.18%)
VolumeN/A
CapitalizationN/A
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UMBMX vs VMCIX Comparison Chart
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UMBMX vs. VMCIX 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 VMCIX is a Buy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 172B vs. UMBMX (3.16B). VMCIX pays higher dividends than UMBMX: VMCIX (1.50) vs UMBMX (0.15). UMBMX was incepted earlier than VMCIX: UMBMX (18 years) vs VMCIX (26 years). UMBMX has a lower initial minimum investment than VMCIX: UMBMX (10000) vs VMCIX (5000000). UMBMX annual gain was more profitable for investors over the last year : 30.07 vs. VMCIX (25.16). VMCIX return over 5 years is better than : 56.92 vs. UMBMX (41.29).
| UMBMX | VMCIX | UMBMX / VMCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 26 years | - |
| Gain YTD | 17.936 | 12.579 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.16B | 172B | 2% |
| Annual Yield % from dividends | 0.15 | 1.50 | 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 | 56.92 | 73% |
| Returns for 10 years | 42.99 | 128.67 | 33% |
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