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UMBHX vs VSGIX
UMBHX vs VSGIX Comparison
Open Charts UMBHX vs VSGIX
Carillon Chartwell Small Cap I
Price$21.64
Change-$12.51 (-36.63%)
VolumeN/A
Net Assets132.33M
Vanguard Small Cap Growth Index I
Price$86.92
Change-$0.37 (-0.42%)
VolumeN/A
Net Assets39.73B
UMBHX vs VSGIX Comparison Chart in %
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UMBHX vs. VSGIX commentary
Dec 28, 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 VSGIX is a Buy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 39.7B vs. UMBHX (132M). VSGIX pays higher dividends than UMBHX: VSGIX (0.55) vs UMBHX (0.00). UMBHX was incepted earlier than VSGIX: UMBHX (39 years) vs VSGIX (26 years). UMBHX (0.90) is less costly to investors than VSGIX (0.06). UMBHX is a more actively managed with annual turnover of: 27.00 vs. VSGIX (21.00). UMBHX has a lower initial minimum investment than VSGIX: UMBHX (10000) vs VSGIX (5000000). VSGIX annual gain was more profitable for investors over the last year : 7.55 vs. UMBHX (-35.03). VSGIX return over 5 years is better than : 14.43 vs. UMBHX (-40.29).
| UMBHX | VSGIX | UMBHX / VSGIX | |
| Total Expense Ratio | 0.90 | 0.06 | 1,500% |
| Annual Report Gross Expense Ratio | 0.90 | 0.06 | 1,500% |
| Fund Existence | 39 years | 26 years | - |
| Gain YTD | -26.219 | 10.370 | -253% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 132M | 39.7B | 0% |
| Annual Yield % from dividends | 0.00 | 0.55 | - |
| Returns for 1 year | -35.03 | 7.55 | -464% |
| Returns for 3 years | -10.65 | 56.66 | -19% |
| Returns for 5 years | -40.29 | 14.43 | -279% |
| Returns for 10 years | -1.31 | 155.43 | -1% |
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