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UMBHX vs VSGAX
UMBHX vs VSGAX Comparison
Open Charts UMBHX vs VSGAX
Carillon Chartwell Small Cap I
Price$29.13
Change+$0.33 (+1.15%)
VolumeN/A
Net Assets216.65M
Vanguard Small Cap Growth Index Admiral
Price$98.98
Change+$1.00 (+1.02%)
VolumeN/A
Net Assets34.95B
UMBHX vs VSGAX Comparison Chart in %
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UMBHX vs. VSGAX commentary
Jul 06, 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 VSGAX is a Buy.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 35B vs. UMBHX (217M). VSGAX pays higher dividends than UMBHX: VSGAX (0.54) 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 : 12.95 vs. UMBHX (-0.10). VSGAX return over 5 years is better than : 40.75 vs. UMBHX (6.65).
| 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 | -0.682 | 0.619 | -110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 217M | 35B | 1% |
| Annual Yield % from dividends | 0.00 | 0.54 | - |
| Returns for 1 year | -0.10 | 12.95 | -1% |
| Returns for 3 years | 16.57 | 41.87 | 40% |
| Returns for 5 years | 6.65 | 40.75 | 16% |
| Returns for 10 years | 10.53 | 116.41 | 9% |
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