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UMBMX vs VIEIX
UMBMX vs VIEIX Comparison
Open Charts UMBMX vs VIEIX
Carillon Scout Mid Cap I
Price$25.74
Change-$0.32 (-1.23%)
VolumeN/A
Net Assets3.41B
Vanguard Extended Market Index Instl
Price$163.11
Change+$2.66 (+1.66%)
VolumeN/A
Net Assets82.12B
UMBMX vs VIEIX Comparison Chart in %
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UMBMX vs. VIEIX 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 VIEIX is a Hold.
FUNDAMENTALS
Fundamentals
VIEIX has more cash in the bank: 82.1B vs. UMBMX (3.41B). VIEIX pays higher dividends than UMBMX: VIEIX (1.11) vs UMBMX (0.47). UMBMX was incepted earlier than VIEIX: UMBMX (19 years) vs VIEIX (29 years). UMBMX (0.99) is less costly to investors than VIEIX (0.05). UMBMX is a more actively managed with annual turnover of: 72.00 vs. VIEIX (11.00). UMBMX has a lower initial minimum investment than VIEIX: UMBMX (10000) vs VIEIX (5000000). VIEIX annual gain was more profitable for investors over the last year : 9.31 vs. UMBMX (6.61). VIEIX return over 5 years is better than : 21.42 vs. UMBMX (4.18).
| UMBMX | VIEIX | UMBMX / VIEIX | |
| Total Expense Ratio | 0.95 | 0.05 | 1,900% |
| Annual Report Gross Expense Ratio | 0.99 | 0.05 | 1,980% |
| Fund Existence | 19 years | 29 years | - |
| Gain YTD | 5.926 | 2.837 | 209% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 5000000 | 0% |
| 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 | 43.71 | 58% |
| Returns for 5 years | 4.18 | 21.42 | 19% |
| Returns for 10 years | 102.66 | 204.36 | 50% |
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