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UMBMX vs VEXMX
UMBMX vs VEXMX Comparison
Open Charts UMBMX vs VEXMX
Carillon Scout Mid Cap I
Price$25.98
Change-$0.47 (-1.78%)
VolumeN/A
Net Assets3.23B
Vanguard Extended Market Index Investor
Price$155.18
Change-$4.21 (-2.64%)
VolumeN/A
Net Assets83.92B
UMBMX vs VEXMX Comparison Chart in %
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UMBMX vs. VEXMX 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 VEXMX is a Hold.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 83.9B vs. UMBMX (3.23B). VEXMX pays higher dividends than UMBMX: VEXMX (0.96) vs UMBMX (0.42). UMBMX was incepted earlier than VEXMX: UMBMX (19 years) vs VEXMX (38 years). UMBMX (0.99) is less costly to investors than VEXMX (0.19). UMBMX is a more actively managed with annual turnover of: 72.00 vs. VEXMX (11.00). VEXMX has a lower initial minimum investment than UMBMX: VEXMX (3000) vs UMBMX (10000). VEXMX annual gain was more profitable for investors over the last year : 5.70 vs. UMBMX (-4.45). VEXMX return over 5 years is better than : 47.59 vs. UMBMX (21.98).
| UMBMX | VEXMX | UMBMX / VEXMX | |
| Total Expense Ratio | 0.95 | 0.19 | 500% |
| Annual Report Gross Expense Ratio | 0.99 | 0.19 | 521% |
| Fund Existence | 19 years | 38 years | - |
| Gain YTD | 14.107 | 10.742 | 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 | 0.96 | 43% |
| Returns for 1 year | -4.45 | 5.70 | -78% |
| Returns for 3 years | 28.46 | 48.47 | 59% |
| Returns for 5 years | 21.98 | 47.59 | 46% |
| Returns for 10 years | 76.50 | 156.89 | 49% |
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