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UMBMX vs VMCPX
UMBMX vs VMCPX Comparison
Open Charts UMBMX vs VMCPX
Carillon Scout Mid Cap I
Price$26.10
Change+$0.30 (+1.16%)
VolumeN/A
Net Assets3.2B
Vanguard Mid Cap Index InstitutionalPlus
Price$394.64
Change+$4.35 (+1.11%)
VolumeN/A
Net Assets199.16B
UMBMX vs VMCPX Comparison Chart in %
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UMBMX vs. VMCPX 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 VMCPX is a Hold.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 199B vs. UMBMX (3.21B). VMCPX pays higher dividends than UMBMX: VMCPX (1.48) vs UMBMX (0.42). UMBMX was incepted earlier than VMCPX: UMBMX (19 years) vs VMCPX (15 years). UMBMX (0.99) is less costly to investors than VMCPX (0.03). UMBMX is a more actively managed with annual turnover of: 72.00 vs. VMCPX (16.00). UMBMX has a lower initial minimum investment than VMCPX: UMBMX (10000) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 11.61 vs. UMBMX (1.35). VMCPX return over 5 years is better than : 70.96 vs. UMBMX (35.12).
| UMBMX | VMCPX | UMBMX / VMCPX | |
| Total Expense Ratio | 0.95 | 0.03 | 3,167% |
| Annual Report Gross Expense Ratio | 0.99 | 0.03 | 3,300% |
| Fund Existence | 19 years | 15 years | - |
| Gain YTD | 12.597 | 10.890 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.21B | 199B | 2% |
| Annual Yield % from dividends | 0.42 | 1.48 | 28% |
| Returns for 1 year | 1.35 | 11.61 | 12% |
| Returns for 3 years | 38.45 | 55.87 | 69% |
| Returns for 5 years | 35.12 | 70.96 | 50% |
| Returns for 10 years | 80.85 | 161.17 | 50% |
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