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UMBHX vs VSGAX
UMBHX vs VSGAX Comparison
Open Charts UMBHX vs VSGAX
Carillon Chartwell Small Cap I
Price$31.39
Change+$0.28 (+0.90%)
VolumeN/A
Net Assets227.31M
Vanguard Small Cap Growth Index Admiral
Price$104.83
Change+$0.83 (+0.80%)
VolumeN/A
Net Assets38.63B
UMBHX vs VSGAX Comparison Chart in %
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VS
UMBHX vs. VSGAX 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 VSGAX is a Buy.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 38.6B vs. UMBHX (227M). VSGAX pays higher dividends than UMBHX: VSGAX (0.51) vs UMBHX (0.00). UMBHX was incepted earlier than VSGAX: UMBHX (39 years) vs VSGAX (14 years). UMBHX (0.90) is less costly to investors than VSGAX (0.07). UMBHX is a more actively managed with annual turnover of: 27.00 vs. VSGAX (21.00). VSGAX has a lower initial minimum investment than UMBHX: VSGAX (3000) vs UMBHX (10000). VSGAX annual gain was more profitable for investors over the last year : 12.14 vs. UMBHX (-1.35). VSGAX return over 5 years is better than : 42.64 vs. UMBHX (11.42).
| UMBHX | VSGAX | UMBHX / VSGAX | |
| Total Expense Ratio | 0.90 | 0.07 | 1,286% |
| Annual Report Gross Expense Ratio | 0.90 | 0.07 | 1,286% |
| Fund Existence | 39 years | 14 years | - |
| Gain YTD | 7.024 | 6.566 | 107% |
| 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 | 0.51 | - |
| Returns for 1 year | -1.35 | 12.14 | -11% |
| Returns for 3 years | 33.52 | 54.34 | 62% |
| Returns for 5 years | 11.42 | 42.64 | 27% |
| Returns for 10 years | 35.74 | 163.47 | 22% |
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| FLGB | 31.97 | 0.39 | +1.23% |
| Franklin FTSE United Kingdom ETF | |||
| DUKQ | 27.40 | 0.20 | +0.74% |
| Ocean Park Domestic ETF | |||
| PICB | 23.71 | 0.11 | +0.49% |
| Invesco International Corporate Bond ETF | |||
| AAA | 25.10 | 0.02 | +0.08% |
| Alternative AccessFirstPriorityCLO BdETF | |||
| MUB | 106.26 | 0.01 | +0.01% |
| iShares National Muni Bond ETF | |||