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UMBHX vs VEXPX
UMBHX vs VEXPX Comparison
Open Charts UMBHX vs VEXPX
Carillon Chartwell Small Cap I
Price$29.51
Change-$0.18 (-0.61%)
VolumeN/A
Net Assets216.66M
UMBHX vs VEXPX Comparison Chart in %
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UMBHX vs. VEXPX commentary
Aug 18, 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 Hold.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 19.9B vs. UMBHX (217M). 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 : -1.90 vs. UMBHX (-2.83). VEXPX return over 5 years is better than : 5.07 vs. UMBHX (-0.55).
| UMBHX | VEXPX | UMBHX / VEXPX | |
| Total Expense Ratio | 0.90 | 0.44 | 205% |
| Annual Report Gross Expense Ratio | 0.90 | 0.44 | 205% |
| Fund Existence | 39 years | 58 years | - |
| Gain YTD | 0.614 | 1.235 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 217M | 19.9B | 1% |
| Annual Yield % from dividends | 0.00 | 0.40 | - |
| Returns for 1 year | -2.83 | -1.90 | 149% |
| Returns for 3 years | 1.83 | 5.40 | 34% |
| Returns for 5 years | -0.55 | 5.07 | -11% |
| Returns for 10 years | 10.51 | 19.92 | 53% |
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