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UMBHX vs VEXRX
UMBHX vs VEXRX Comparison
Open Charts UMBHX vs VEXRX
Carillon Chartwell Small Cap I
Price$30.63
Change+$0.06 (+0.20%)
VolumeN/A
Net Assets223.42M
Vanguard Explorer Adm
Price$112.44
Change+$0.76 (+0.68%)
VolumeN/A
Net Assets20.46B
UMBHX vs VEXRX Comparison Chart in %
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UMBHX vs. VEXRX 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 VEXRX is a Buy.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 20.5B vs. UMBHX (223M). VEXRX pays higher dividends than UMBHX: VEXRX (0.50) 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). VEXRX annual gain was more profitable for investors over the last year : 2.61 vs. UMBHX (0.66). VEXRX return over 5 years is better than : 12.06 vs. UMBHX (5.54).
| 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 | 4.432 | 5.232 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 50000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 223M | 20.5B | 1% |
| Annual Yield % from dividends | 0.00 | 0.50 | - |
| Returns for 1 year | 0.66 | 2.61 | 25% |
| Returns for 3 years | 21.84 | 22.01 | 99% |
| Returns for 5 years | 5.54 | 12.06 | 46% |
| Returns for 10 years | 22.30 | 31.16 | 72% |
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