Interact to see
Advertisement
Advertisement
UMBHX vs VEXPX
UMBHX vs VEXPX Comparison
Open Charts UMBHX vs VEXPX
Carillon Chartwell Small Cap I
Price$30.63
Change+$0.06 (+0.20%)
VolumeN/A
Net Assets223.42M
UMBHX vs VEXPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
UMBHX vs. VEXPX commentary
Sep 08, 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.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 20.5B vs. UMBHX (223M). VEXPX pays higher dividends than UMBHX: VEXPX (0.39) 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 : 2.63 vs. UMBHX (0.66). VEXPX return over 5 years is better than : 12.14 vs. UMBHX (5.54).
| 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 | 4.432 | 5.159 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 223M | 20.5B | 1% |
| Annual Yield % from dividends | 0.00 | 0.39 | - |
| Returns for 1 year | 0.66 | 2.63 | 25% |
| Returns for 3 years | 21.84 | 22.05 | 99% |
| Returns for 5 years | 5.54 | 12.14 | 46% |
| Returns for 10 years | 22.30 | 31.21 | 71% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| AOA | 86.07 | 0.18 | +0.21% |
| iShares Core 80/20 Aggressive Allc ETF | |||
| EVF | 5.56 | N/A | N/A |
| Eaton Vance Senior Income Trust | |||
| TJAN | 26.80 | -0.02 | -0.06% |
| Innovator Equity Defined Protection ETF - 2 Yr to January 2027 | |||
| APRZ | 36.98 | -0.10 | -0.26% |
| TrueShares Structured Outcome April ETF | |||
| AMZA | 41.94 | -0.77 | -1.80% |
| InfraCap MLP ETF | |||