FSMAX
Price
$95.09
Change
+$0.88 (+0.93%)
Updated
Jul 3 closing price
Net Assets
39.17B
UMBMX
Price
$25.05
Change
+$0.17 (+0.68%)
Updated
Jul 3 closing price
Net Assets
3.13B
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FSMAX vs UMBMX

Header iconFSMAX vs UMBMX Comparison
Open Charts FSMAX vs UMBMXBanner chart's image
Fidelity Extended Market Index
Price$95.09
Change+$0.88 (+0.93%)
VolumeN/A
Net Assets39.17B
Carillon Scout Mid Cap I
Price$25.05
Change+$0.17 (+0.68%)
VolumeN/A
Net Assets3.13B
FSMAX vs UMBMX Comparison Chart in %
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FSMAX vs. UMBMX commentary
Jul 05, 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 StrongBuy and UMBMX is a Buy.

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FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.2B vs. UMBMX (3.13B). FSMAX pays higher dividends than UMBMX: FSMAX (0.47) vs UMBMX (0.44). 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 : 18.61 vs. UMBMX (4.42). FSMAX return over 5 years is better than : 64.88 vs. UMBMX (38.12).
FSMAXUMBMXFSMAX / UMBMX
Total Expense Ratio0.040.954%
Annual Report Gross Expense Ratio0.040.994%
Fund Existence14 years19 years-
Gain YTD4.6328.06757%
Front LoadN/AN/A-
Min. Initial Investment010000-
Min. Initial Investment IRAN/AN/A-
Net Assets39.2B3.13B1,253%
Annual Yield % from dividends0.470.44109%
Returns for 1 year18.614.42421%
Returns for 3 years54.6222.85239%
Returns for 5 years64.8838.12170%
Returns for 10 years81.1960.50134%
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