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UMBMX vs VIMSX
UMBMX vs VIMSX Comparison
Open Charts UMBMX vs VIMSX
Carillon Scout Mid Cap I
Price$25.43
Change+$0.20 (+0.79%)
VolumeN/A
Net Assets3.15B
Vanguard Mid Cap Index Investor
Price$79.10
Change+$0.60 (+0.76%)
VolumeN/A
Net Assets192.45B
UMBMX vs VIMSX Comparison Chart in %
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UMBMX vs. VIMSX commentary
Jul 28, 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 VIMSX is a Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 192B vs. UMBMX (3.15B). VIMSX pays higher dividends than UMBMX: VIMSX (1.40) vs UMBMX (0.44). 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 : 17.91 vs. UMBMX (4.87). VIMSX return over 5 years is better than : 70.78 vs. UMBMX (34.20).
| 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 | 9.707 | 9.818 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.15B | 192B | 2% |
| Annual Yield % from dividends | 0.44 | 1.40 | 31% |
| Returns for 1 year | 4.87 | 17.91 | 27% |
| Returns for 3 years | 24.28 | 42.07 | 58% |
| Returns for 5 years | 34.20 | 70.78 | 48% |
| Returns for 10 years | 63.75 | 132.48 | 48% |