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UMBMX vs VIMAX
UMBMX vs VIMAX Comparison
Open Charts UMBMX vs VIMAX
Carillon Scout Mid Cap I
Price$26.10
Change+$0.30 (+1.16%)
VolumeN/A
Net Assets3.2B
Vanguard Mid Cap Index Admiral
Price$362.22
Change+$3.99 (+1.11%)
VolumeN/A
Net Assets199.16B
UMBMX vs VIMAX Comparison Chart in %
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UMBMX vs. VIMAX commentary
Sep 29, 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 VIMAX is a Hold.
FUNDAMENTALS
Fundamentals
VIMAX has more cash in the bank: 199B vs. UMBMX (3.21B). VIMAX pays higher dividends than UMBMX: VIMAX (1.47) vs UMBMX (0.42). UMBMX was incepted earlier than VIMAX: UMBMX (19 years) vs VIMAX (24 years). UMBMX (0.99) is less costly to investors than VIMAX (0.05). UMBMX is a more actively managed with annual turnover of: 72.00 vs. VIMAX (16.00). VIMAX has a lower initial minimum investment than UMBMX: VIMAX (3000) vs UMBMX (10000). VIMAX annual gain was more profitable for investors over the last year : 11.60 vs. UMBMX (1.35). VIMAX return over 5 years is better than : 70.93 vs. UMBMX (35.12).
| UMBMX | VIMAX | UMBMX / VIMAX | |
| Total Expense Ratio | 0.95 | 0.05 | 1,900% |
| Annual Report Gross Expense Ratio | 0.99 | 0.05 | 1,980% |
| Fund Existence | 19 years | 24 years | - |
| Gain YTD | 12.597 | 10.884 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.21B | 199B | 2% |
| Annual Yield % from dividends | 0.42 | 1.47 | 29% |
| Returns for 1 year | 1.35 | 11.60 | 12% |
| Returns for 3 years | 38.45 | 55.85 | 69% |
| Returns for 5 years | 35.12 | 70.93 | 50% |
| Returns for 10 years | 80.85 | 161.04 | 50% |
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