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FSMAX vs UMBMX
FSMAX vs UMBMX Comparison
Open Charts FSMAX vs UMBMX
Fidelity Extended Market Index
Price$77.78
Change+$0.62 (+0.80%)
VolumeN/A
Net Assets36.55B
Carillon Scout Mid Cap I
Price$21.41
Change+$0.18 (+0.85%)
VolumeN/A
Net Assets2.72B
FSMAX vs UMBMX Comparison Chart
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FSMAX vs. UMBMX commentary
Apr 19, 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 Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 36.5B vs. UMBMX (2.72B). FSMAX pays higher dividends than UMBMX: FSMAX (0.53) vs UMBMX (0.47). FSMAX was incepted earlier than UMBMX: FSMAX (14 years) vs UMBMX (18 years). UMBMX (0.98) is less costly to investors than FSMAX (0.04). UMBMX is a more actively managed with annual turnover of: 112.00 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 : 1.16 vs. UMBMX (-7.65). FSMAX return over 5 years is better than : 62.14 vs. UMBMX (37.95).
| FSMAX | UMBMX | FSMAX / UMBMX | |
| Total Expense Ratio | 0.04 | 0.95 | 4% |
| Annual Report Gross Expense Ratio | 0.04 | 0.98 | 4% |
| Fund Existence | 14 years | 18 years | - |
| Gain YTD | -14.415 | -7.636 | 189% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.5B | 2.72B | 1,344% |
| Annual Yield % from dividends | 0.53 | 0.47 | 112% |
| Returns for 1 year | 1.16 | -7.65 | -15% |
| Returns for 3 years | 6.38 | -10.72 | -60% |
| Returns for 5 years | 62.14 | 37.95 | 164% |
| Returns for 10 years | 45.88 | 33.28 | 138% |
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