UMBHX
Price
$29.25
Change
+$0.42 (+1.46%)
Updated
Jul 25 closing price
Net Assets
216.36M
VISGX
Price
$80.72
Change
+$0.57 (+0.71%)
Updated
Jul 25 closing price
Net Assets
36.92B
Interact to see
Advertisement

UMBHX vs VISGX

Header iconUMBHX vs VISGX Comparison
Open Charts UMBHX vs VISGXBanner chart's image
Carillon Chartwell Small Cap I
Price$29.25
Change+$0.42 (+1.46%)
VolumeN/A
Net Assets216.36M
Vanguard Small Cap Growth Index I
Price$80.72
Change+$0.57 (+0.71%)
VolumeN/A
Net Assets36.92B
UMBHX vs VISGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
UMBHX vs. VISGX commentary
Jul 27, 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 Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 36.9B vs. UMBHX (216M). VISGX pays higher dividends than UMBHX: VISGX (0.43) 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 : 12.27 vs. UMBHX (-6.88). VISGX return over 5 years is better than : 40.06 vs. UMBHX (2.66).
UMBHXVISGXUMBHX / VISGX
Total Expense Ratio0.900.19474%
Annual Report Gross Expense Ratio0.900.19474%
Fund Existence39 years27 years-
Gain YTD-0.2732.589-11%
Front LoadN/AN/A-
Min. Initial Investment100003000333%
Min. Initial Investment IRAN/AN/A-
Net Assets216M36.9B1%
Annual Yield % from dividends0.000.43-
Returns for 1 year-6.8812.27-56%
Returns for 3 years11.9438.1531%
Returns for 5 years2.6640.067%
Returns for 10 years10.24120.878%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
SPMD56.430.51
+0.91%
SPDR® Portfolio S&P 400™ Mid Cap ETF
ISCG51.430.35
+0.69%
iShares Morningstar Small-Cap Growth ETF
THLV29.500.12
+0.40%
THOR Equal Weight Low Volatility ETF
VPV9.950.03
+0.30%
Invesco Pennsylvania Value Municipal Income Trust
FIRI19.06-0.09
-0.47%
FIRE Funds Income Target ETF