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FSMAX vs UMBMX
FSMAX vs UMBMX Comparison
Open Charts FSMAX vs UMBMX
Fidelity Extended Market Index
Price$99.49
Change+$1.11 (+1.13%)
VolumeN/A
Net Assets41.05B
Carillon Scout Mid Cap I
Price$25.86
Change+$0.06 (+0.23%)
VolumeN/A
Net Assets3.18B
FSMAX vs UMBMX Comparison Chart in %
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FSMAX vs. UMBMX commentary
Sep 06, 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 FSMAX is a Buy and UMBMX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41B vs. UMBMX (3.18B). FSMAX pays higher dividends than UMBMX: FSMAX (0.44) vs UMBMX (0.42). FSMAX was incepted earlier than UMBMX: FSMAX (14 years) vs UMBMX (19 years). UMBMX (0.99) is less costly to investors than FSMAX (0.04). UMBMX is a more actively managed with annual turnover of: 72.00 vs. FSMAX (9.00). FSMAX has a lower initial minimum investment than UMBMX: FSMAX (0) vs UMBMX (10000). FSMAX annual gain was more profitable for investors over the last year : 20.86 vs. UMBMX (4.64). FSMAX return over 5 years is better than : 58.29 vs. UMBMX (29.84).
| FSMAX | UMBMX | FSMAX / UMBMX | |
| Total Expense Ratio | 0.04 | 0.95 | 4% |
| Annual Report Gross Expense Ratio | 0.04 | 0.99 | 4% |
| Fund Existence | 14 years | 19 years | - |
| Gain YTD | 9.474 | 11.303 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41B | 3.18B | 1,291% |
| Annual Yield % from dividends | 0.44 | 0.42 | 105% |
| Returns for 1 year | 20.86 | 4.64 | 450% |
| Returns for 3 years | 56.06 | 26.58 | 211% |
| Returns for 5 years | 58.29 | 29.84 | 195% |
| Returns for 10 years | 100.64 | 71.28 | 141% |
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