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UMBHX vs VEXRX
UMBHX vs VEXRX Comparison
Open Charts UMBHX vs VEXRX
Carillon Chartwell Small Cap I
Price$31.66
Change-$1.43 (-4.32%)
VolumeN/A
Net Assets236.24M
Vanguard Explorer Adm
Price$110.98
Change-$3.05 (-2.67%)
VolumeN/A
Net Assets20.54B
UMBHX vs VEXRX Comparison Chart in %
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UMBHX vs. VEXRX 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 VEXRX is a Buy.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 20.5B vs. UMBHX (236M). VEXRX pays higher dividends than UMBHX: VEXRX (0.49) vs UMBHX (0.00). UMBHX was incepted earlier than VEXRX: UMBHX (39 years) vs VEXRX (24 years). UMBHX (0.90) is less costly to investors than VEXRX (0.33). VEXRX is a more actively managed with annual turnover of: 35.00 vs. UMBHX (27.00). UMBHX has a lower initial minimum investment than VEXRX: UMBHX (10000) vs VEXRX (50000). UMBHX annual gain was more profitable for investors over the last year : -3.92 vs. VEXRX (-4.89). VEXRX return over 5 years is better than : 1.29 vs. UMBHX (-0.96).
| UMBHX | VEXRX | UMBHX / VEXRX | |
| Total Expense Ratio | 0.90 | 0.33 | 273% |
| Annual Report Gross Expense Ratio | 0.90 | 0.33 | 273% |
| Fund Existence | 39 years | 24 years | - |
| Gain YTD | 12.820 | 6.720 | 191% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 50000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236M | 20.5B | 1% |
| Annual Yield % from dividends | 0.00 | 0.49 | - |
| Returns for 1 year | -3.92 | -4.89 | 80% |
| Returns for 3 years | 24.03 | 19.65 | 122% |
| Returns for 5 years | -0.96 | 1.29 | -74% |
| Returns for 10 years | 33.51 | 38.49 | 87% |
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