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UMBMX vs VEXAX
UMBMX vs VEXAX Comparison
Open Charts UMBMX vs VEXAX
Carillon Scout Mid Cap I
Price$25.93
Change+$0.05 (+0.19%)
VolumeN/A
Net Assets3.17B
Vanguard Extended Market Index Admiral
Price$158.31
Change-$0.36 (-0.23%)
VolumeN/A
Net Assets83.66B
UMBMX vs VEXAX Comparison Chart in %
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UMBMX vs. VEXAX commentary
Oct 19, 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 UMBMX is a StrongBuy and VEXAX is a Hold.
FUNDAMENTALS
Fundamentals
VEXAX has more cash in the bank: 83.7B vs. UMBMX (3.17B). VEXAX pays higher dividends than UMBMX: VEXAX (1.10) vs UMBMX (0.41). 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 : 11.65 vs. UMBMX (-2.07). VEXAX return over 5 years is better than : 52.04 vs. UMBMX (23.41).
| 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 | 11.864 | 10.112 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.17B | 83.7B | 4% |
| Annual Yield % from dividends | 0.41 | 1.10 | 38% |
| Returns for 1 year | -2.07 | 11.65 | -18% |
| Returns for 3 years | 33.53 | 58.64 | 57% |
| Returns for 5 years | 23.41 | 52.04 | 45% |
| Returns for 10 years | 69.63 | 152.21 | 46% |
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