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UMBHX vs VISGX
UMBHX vs VISGX Comparison
Open Charts UMBHX vs VISGX
Carillon Chartwell Small Cap I
Price$31.39
Change+$0.28 (+0.90%)
VolumeN/A
Net Assets227.31M
Vanguard Small Cap Growth Index I
Price$83.81
Change+$0.66 (+0.79%)
VolumeN/A
Net Assets38.63B
UMBHX vs VISGX Comparison Chart in %
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UMBHX vs. VISGX commentary
Sep 29, 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 VISGX is a Buy.
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 38.6B vs. UMBHX (227M). VISGX pays higher dividends than UMBHX: VISGX (0.40) vs UMBHX (0.00). UMBHX was incepted earlier than VISGX: UMBHX (39 years) vs VISGX (27 years). UMBHX (0.90) is less costly to investors than VISGX (0.19). UMBHX is a more actively managed with annual turnover of: 27.00 vs. VISGX (21.00). VISGX has a lower initial minimum investment than UMBHX: VISGX (3000) vs UMBHX (10000). VISGX annual gain was more profitable for investors over the last year : 12.07 vs. UMBHX (-1.35). VISGX return over 5 years is better than : 42.33 vs. UMBHX (11.42).
| UMBHX | VISGX | UMBHX / VISGX | |
| Total Expense Ratio | 0.90 | 0.19 | 474% |
| Annual Report Gross Expense Ratio | 0.90 | 0.19 | 474% |
| Fund Existence | 39 years | 27 years | - |
| Gain YTD | 7.024 | 6.516 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 227M | 38.6B | 1% |
| Annual Yield % from dividends | 0.00 | 0.40 | - |
| Returns for 1 year | -1.35 | 12.07 | -11% |
| Returns for 3 years | 33.52 | 54.15 | 62% |
| Returns for 5 years | 11.42 | 42.33 | 27% |
| Returns for 10 years | 35.74 | 162.26 | 22% |
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