UMBHX
Price
$29.25
Change
+$0.42 (+1.46%)
Updated
Jul 25 closing price
Net Assets
216.36M
VEXPX
Price
$116.52
Change
+$0.85 (+0.73%)
Updated
Jul 25 closing price
Net Assets
20.12B
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UMBHX vs VEXPX

Header iconUMBHX vs VEXPX Comparison
Open Charts UMBHX vs VEXPXBanner chart's image
Carillon Chartwell Small Cap I
Price$29.25
Change+$0.42 (+1.46%)
VolumeN/A
Net Assets216.36M
Vanguard Explorer I
Price$116.52
Change+$0.85 (+0.73%)
VolumeN/A
Net Assets20.12B
UMBHX vs VEXPX Comparison Chart in %
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UMBHX vs. VEXPX commentary
Jul 27, 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 UMBHX is a Buy and VEXPX is a Buy.

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FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 20.1B vs. UMBHX (216M). VEXPX pays higher dividends than UMBHX: VEXPX (0.40) vs UMBHX (0.00). UMBHX was incepted earlier than VEXPX: UMBHX (39 years) vs VEXPX (58 years). UMBHX (0.90) is less costly to investors than VEXPX (0.44). VEXPX is a more actively managed with annual turnover of: 35.00 vs. UMBHX (27.00). VEXPX has a lower initial minimum investment than UMBHX: VEXPX (3000) vs UMBHX (10000). VEXPX annual gain was more profitable for investors over the last year : -1.35 vs. UMBHX (-6.88). VEXPX return over 5 years is better than : 11.12 vs. UMBHX (2.66).
UMBHXVEXPXUMBHX / VEXPX
Total Expense Ratio0.900.44205%
Annual Report Gross Expense Ratio0.900.44205%
Fund Existence39 years58 years-
Gain YTD-0.2731.366-20%
Front LoadN/AN/A-
Min. Initial Investment100003000333%
Min. Initial Investment IRAN/AN/A-
Net Assets216M20.1B1%
Annual Yield % from dividends0.000.40-
Returns for 1 year-6.88-1.35508%
Returns for 3 years11.9417.0570%
Returns for 5 years2.6611.1224%
Returns for 10 years10.2420.5750%
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