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UMBMX vs VEXAX
UMBMX vs VEXAX Comparison
Open Charts UMBMX vs VEXAX
Carillon Scout Mid Cap I
Price$26.84
Change+$0.25 (+0.94%)
VolumeN/A
Net Assets3.26B
Vanguard Extended Market Index Admiral
Price$160.89
Change+$2.20 (+1.39%)
VolumeN/A
Net Assets83.92B
UMBMX vs VEXAX Comparison Chart in %
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UMBMX vs. VEXAX commentary
Dec 04, 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 Hold and VEXAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEXAX has more cash in the bank: 83.9B vs. UMBMX (3.26B). VEXAX pays higher dividends than UMBMX: VEXAX (1.09) 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 : 2.37 vs. UMBMX (-6.44). VEXAX return over 5 years is better than : 35.88 vs. UMBMX (16.66).
| 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 | 14.668 | 10.383 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.26B | 83.9B | 4% |
| Annual Yield % from dividends | 0.41 | 1.09 | 37% |
| Returns for 1 year | -6.44 | 2.37 | -271% |
| Returns for 3 years | 26.22 | 47.27 | 55% |
| Returns for 5 years | 16.66 | 35.88 | 46% |
| Returns for 10 years | 70.95 | 149.83 | 47% |
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