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UMBMX vs VEXAX
UMBMX vs VEXAX Comparison
Open Charts UMBMX vs VEXAX
Carillon Scout Mid Cap I
Price$25.74
Change-$0.32 (-1.23%)
VolumeN/A
Net Assets3.41B
Vanguard Extended Market Index Admiral
Price$162.50
Change-$0.62 (-0.38%)
VolumeN/A
Net Assets82.12B
UMBMX vs VEXAX Comparison Chart in %
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UMBMX vs. VEXAX commentary
Feb 05, 2026
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 UMBMX is a Hold and VEXAX is a Hold.
FUNDAMENTALS
Fundamentals
VEXAX has more cash in the bank: 82.1B vs. UMBMX (3.41B). VEXAX pays higher dividends than UMBMX: VEXAX (1.11) vs UMBMX (0.47). UMBMX was incepted earlier than VEXAX: UMBMX (19 years) vs VEXAX (25 years). UMBMX (0.99) is less costly to investors than VEXAX (0.05). UMBMX is a more actively managed with annual turnover of: 72.00 vs. VEXAX (11.00). VEXAX has a lower initial minimum investment than UMBMX: VEXAX (3000) vs UMBMX (10000). VEXAX annual gain was more profitable for investors over the last year : 9.31 vs. UMBMX (6.61). VEXAX return over 5 years is better than : 21.41 vs. UMBMX (4.18).
| UMBMX | VEXAX | UMBMX / VEXAX | |
| Total Expense Ratio | 0.95 | 0.05 | 1,900% |
| Annual Report Gross Expense Ratio | 0.99 | 0.05 | 1,980% |
| Fund Existence | 19 years | 25 years | - |
| Gain YTD | 5.926 | 2.837 | 209% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.41B | 82.1B | 4% |
| Annual Yield % from dividends | 0.47 | 1.11 | 42% |
| Returns for 1 year | 6.61 | 9.31 | 71% |
| Returns for 3 years | 25.18 | 43.70 | 58% |
| Returns for 5 years | 4.18 | 21.41 | 20% |
| Returns for 10 years | 102.66 | 204.29 | 50% |
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