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FSMAX vs UMBMX
FSMAX vs UMBMX Comparison
Open Charts FSMAX vs UMBMX
Fidelity Extended Market Index
Price$85.11
Change-$0.05 (-0.06%)
VolumeN/A
Net Assets36.02B
Carillon Scout Mid Cap I
Price$23.20
Change+$0.05 (+0.22%)
VolumeN/A
Net Assets2.93B
FSMAX vs UMBMX Comparison Chart
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FSMAX vs. UMBMX commentary
May 12, 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.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 36B vs. UMBMX (2.93B). FSMAX pays higher dividends than UMBMX: FSMAX (0.54) vs UMBMX (0.48). FSMAX was incepted earlier than UMBMX: FSMAX (14 years) vs UMBMX (19 years). UMBMX (0.98) 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 : 4.85 vs. UMBMX (-3.65). FSMAX return over 5 years is better than : 63.38 vs. UMBMX (42.31).
| 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 | 19 years | - |
| Gain YTD | -6.349 | 0.086 | -7,358% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36B | 2.93B | 1,228% |
| Annual Yield % from dividends | 0.54 | 0.48 | 113% |
| Returns for 1 year | 4.85 | -3.65 | -133% |
| Returns for 3 years | 34.86 | 9.14 | 381% |
| Returns for 5 years | 63.38 | 42.31 | 150% |
| Returns for 10 years | 62.32 | 47.82 | 130% |
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