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UMBMX vs VIMAX
UMBMX vs VIMAX Comparison
Open Charts UMBMX vs VIMAX
Carillon Scout Mid Cap I
Price$25.11
Change+$0.02 (+0.08%)
VolumeN/A
Net Assets3.1B
Vanguard Mid Cap Index Admiral
Price$354.96
Change+$0.77 (+0.22%)
VolumeN/A
Net Assets196.76B
UMBMX vs VIMAX Comparison Chart in %
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UMBMX vs. VIMAX commentary
Aug 20, 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 Buy and VIMAX is a Buy.
FUNDAMENTALS
Fundamentals
VIMAX has more cash in the bank: 197B vs. UMBMX (3.1B). VIMAX pays higher dividends than UMBMX: VIMAX (1.49) vs UMBMX (0.43). 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 : 13.41 vs. UMBMX (1.02). VIMAX return over 5 years is better than : 63.68 vs. UMBMX (27.13).
| 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 | 8.326 | 8.662 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.1B | 197B | 2% |
| Annual Yield % from dividends | 0.43 | 1.49 | 29% |
| Returns for 1 year | 1.02 | 13.41 | 8% |
| Returns for 3 years | 15.64 | 29.99 | 52% |
| Returns for 5 years | 27.13 | 63.68 | 43% |
| Returns for 10 years | 67.24 | 139.43 | 48% |
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