Interact to see
Advertisement
Advertisement
UMBHX vs VSGIX
UMBHX vs VSGIX Comparison
Open Charts UMBHX vs VSGIX
Carillon Chartwell Small Cap I
Price$31.39
Change+$0.28 (+0.90%)
VolumeN/A
Net Assets227.31M
Vanguard Small Cap Growth Index I
Price$83.95
Change+$0.66 (+0.79%)
VolumeN/A
Net Assets38.63B
UMBHX vs VSGIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
UMBHX vs. VSGIX 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 VSGIX is a Buy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 38.6B vs. UMBHX (227M). VSGIX pays higher dividends than UMBHX: VSGIX (0.52) vs UMBHX (0.00). UMBHX was incepted earlier than VSGIX: UMBHX (39 years) vs VSGIX (25 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 : 12.14 vs. UMBHX (-1.35). VSGIX return over 5 years is better than : 42.67 vs. UMBHX (11.42).
| 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 | 25 years | - |
| Gain YTD | 7.024 | 6.560 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 227M | 38.6B | 1% |
| Annual Yield % from dividends | 0.00 | 0.52 | - |
| Returns for 1 year | -1.35 | 12.14 | -11% |
| Returns for 3 years | 33.52 | 54.35 | 62% |
| Returns for 5 years | 11.42 | 42.67 | 27% |
| Returns for 10 years | 35.74 | 163.46 | 22% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| FUNL | 46.02 | 0.43 | +0.95% |
| CornerCap Fundametrics® Lrg-Cap ETF FUNL | |||
| VONG | 119.56 | 0.51 | +0.43% |
| Vanguard Russell 1000 Growth ETF | |||
| VPLS | 78.49 | N/A | N/A |
| Vanguard Core-Plus Bond ETF | |||
| XMAY | 34.14 | N/A | N/A |
| FT Vest US Eq Enh & Mod Buf ETF-May | |||
| EMCR | 35.73 | -0.19 | -0.52% |
| Xtrackers EM CarbReduc&ClimtImprvs ETF | |||