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UMBHX vs VEXPX
UMBHX vs VEXPX Comparison
Open Charts UMBHX vs VEXPX
Carillon Chartwell Small Cap I
Price$29.13
Change+$0.33 (+1.15%)
VolumeN/A
Net Assets216.65M
UMBHX vs VEXPX Comparison Chart in %
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UMBHX vs. VEXPX commentary
Jul 06, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 19.4B 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 : 1.30 vs. UMBHX (-0.10). VEXPX return over 5 years is better than : 13.29 vs. UMBHX (6.65).
| 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 | -0.682 | 0.739 | -92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 217M | 19.4B | 1% |
| Annual Yield % from dividends | 0.00 | 0.40 | - |
| Returns for 1 year | -0.10 | 1.30 | -8% |
| Returns for 3 years | 16.57 | 20.99 | 79% |
| Returns for 5 years | 6.65 | 13.29 | 50% |
| Returns for 10 years | 10.53 | 18.24 | 58% |
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| ROMO | 32.10 | 0.04 | +0.13% |
| Strategy Shares Nwfnd/RSlv Rbt Mmt ETF | |||
| BENJ | 50.88 | 0.01 | +0.02% |
| Horizon Landmark ETF | |||
| PML | 7.45 | N/A | N/A |
| PIMCO Municipal Income FUND II | |||
| DFSD | 47.94 | -0.06 | -0.13% |
| Dimensional Short-Duration Fixed Inc ETF | |||
| GBF | 103.69 | -0.24 | -0.23% |
| iShares Government/Credit Bond ETF | |||