Interact to see
Advertisement
Advertisement
UMBMX vs VEXAX
UMBMX vs VEXAX Comparison
Open Charts UMBMX vs VEXAX
Carillon Scout Mid Cap I
Price$25.98
Change-$0.47 (-1.78%)
VolumeN/A
Net Assets3.23B
Vanguard Extended Market Index Admiral
Price$155.08
Change-$4.20 (-2.64%)
VolumeN/A
Net Assets83.92B
UMBMX vs VEXAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
UMBMX vs. VEXAX commentary
Nov 14, 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: 83.9B vs. UMBMX (3.23B). VEXAX pays higher dividends than UMBMX: VEXAX (1.09) vs UMBMX (0.42). 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 : 5.73 vs. UMBMX (-4.45). VEXAX return over 5 years is better than : 47.80 vs. UMBMX (21.98).
| 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 | 14.107 | 10.787 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.23B | 83.9B | 4% |
| Annual Yield % from dividends | 0.42 | 1.09 | 38% |
| Returns for 1 year | -4.45 | 5.73 | -78% |
| Returns for 3 years | 28.46 | 48.60 | 59% |
| Returns for 5 years | 21.98 | 47.80 | 46% |
| Returns for 10 years | 76.50 | 157.71 | 49% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers