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UMBMX vs VMCPX
UMBMX vs VMCPX Comparison
Open Charts UMBMX vs VMCPX
Carillon Scout Mid Cap I
Price$25.71
Change-$0.11 (-0.43%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index InstitutionalPlus
Price$352.79
Change-$0.65 (-0.18%)
VolumeN/A
CapitalizationN/A
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UMBMX vs VMCPX Comparison Chart
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UMBMX vs. VMCPX 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 VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 172B vs. UMBMX (3.16B). VMCPX pays higher dividends than UMBMX: VMCPX (1.51) vs UMBMX (0.15). UMBMX was incepted earlier than VMCPX: UMBMX (18 years) vs VMCPX (14 years). UMBMX has a lower initial minimum investment than VMCPX: UMBMX (10000) vs VMCPX (100000000). UMBMX annual gain was more profitable for investors over the last year : 30.07 vs. VMCPX (25.17). VMCPX return over 5 years is better than : 56.93 vs. UMBMX (41.29).
| UMBMX | VMCPX | UMBMX / VMCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 14 years | - |
| Gain YTD | 17.936 | 12.593 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.16B | 172B | 2% |
| Annual Yield % from dividends | 0.15 | 1.51 | 10% |
| Returns for 1 year | 30.07 | 25.17 | 119% |
| Returns for 3 years | -1.29 | 9.85 | -13% |
| Returns for 5 years | 41.29 | 56.93 | 73% |
| Returns for 10 years | 42.99 | 128.75 | 33% |