UMBHX
Price
$30.63
Change
+$0.06 (+0.20%)
Updated
Sep 5 closing price
Net Assets
223.42M
VISGX
Price
$83.56
Change
+$0.89 (+1.08%)
Updated
Sep 5 closing price
Net Assets
38.63B
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UMBHX vs VISGX

Header iconUMBHX vs VISGX Comparison
Open Charts UMBHX vs VISGXBanner chart's image
Carillon Chartwell Small Cap I
Price$30.63
Change+$0.06 (+0.20%)
VolumeN/A
Net Assets223.42M
Vanguard Small Cap Growth Index I
Price$83.56
Change+$0.89 (+1.08%)
VolumeN/A
Net Assets38.63B
UMBHX vs VISGX Comparison Chart in %
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UMBHX vs. VISGX 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 VISGX is a Hold.

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FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 38.6B vs. UMBHX (223M). 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 : 18.17 vs. UMBHX (0.66). VISGX return over 5 years is better than : 41.95 vs. UMBHX (5.54).
UMBHXVISGXUMBHX / VISGX
Total Expense Ratio0.900.19474%
Annual Report Gross Expense Ratio0.900.19474%
Fund Existence39 years27 years-
Gain YTD4.4326.19872%
Front LoadN/AN/A-
Min. Initial Investment100003000333%
Min. Initial Investment IRAN/AN/A-
Net Assets223M38.6B1%
Annual Yield % from dividends0.000.40-
Returns for 1 year0.6618.174%
Returns for 3 years21.8442.4851%
Returns for 5 years5.5441.9513%
Returns for 10 years22.30141.0216%
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