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UMBMX vs VIMSX
UMBMX vs VIMSX Comparison
Open Charts UMBMX vs VIMSX
Carillon Scout Mid Cap I
Price$26.10
Change+$0.30 (+1.16%)
VolumeN/A
Net Assets3.2B
Vanguard Mid Cap Index Investor
Price$79.84
Change+$0.88 (+1.11%)
VolumeN/A
Net Assets199.16B
UMBMX vs VIMSX Comparison Chart in %
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UMBMX vs. VIMSX 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 VIMSX is a Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 199B vs. UMBMX (3.21B). VIMSX pays higher dividends than UMBMX: VIMSX (1.35) vs UMBMX (0.42). UMBMX was incepted earlier than VIMSX: UMBMX (19 years) vs VIMSX (27 years). UMBMX (0.99) is less costly to investors than VIMSX (0.17). UMBMX is a more actively managed with annual turnover of: 72.00 vs. VIMSX (16.00). VIMSX has a lower initial minimum investment than UMBMX: VIMSX (3000) vs UMBMX (10000). VIMSX annual gain was more profitable for investors over the last year : 11.57 vs. UMBMX (1.35). VIMSX return over 5 years is better than : 70.75 vs. UMBMX (35.12).
| UMBMX | VIMSX | UMBMX / VIMSX | |
| Total Expense Ratio | 0.95 | 0.17 | 559% |
| Annual Report Gross Expense Ratio | 0.99 | 0.17 | 582% |
| Fund Existence | 19 years | 27 years | - |
| Gain YTD | 12.597 | 10.845 | 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 | 1.35 | 31% |
| Returns for 1 year | 1.35 | 11.57 | 12% |
| Returns for 3 years | 38.45 | 55.74 | 69% |
| Returns for 5 years | 35.12 | 70.75 | 50% |
| Returns for 10 years | 80.85 | 160.66 | 50% |
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