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UMBHX vs VEXPX
UMBHX vs VEXPX Comparison
Open Charts UMBHX vs VEXPX
Carillon Chartwell Small Cap I
Price$31.66
Change-$1.43 (-4.32%)
VolumeN/A
Net Assets236.24M
UMBHX vs VEXPX Comparison Chart in %
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UMBHX vs. VEXPX commentary
Nov 14, 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 Hold and VEXPX is a Buy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 20.5B vs. UMBHX (236M). VEXPX pays higher dividends than UMBHX: VEXPX (0.38) 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). UMBHX annual gain was more profitable for investors over the last year : -3.92 vs. VEXPX (-7.06). UMBHX return over 5 years is better than : -0.96 vs. VEXPX (-1.46).
| 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 | 12.820 | 3.767 | 340% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236M | 20.5B | 1% |
| Annual Yield % from dividends | 0.00 | 0.38 | - |
| Returns for 1 year | -3.92 | -7.06 | 56% |
| Returns for 3 years | 24.03 | 18.11 | 133% |
| Returns for 5 years | -0.96 | -1.46 | 65% |
| Returns for 10 years | 33.51 | 33.22 | 101% |
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