Ad is loading...
FSMAX vs UMBMX
FSMAX vs UMBMX Comparison
Open Charts FSMAX vs UMBMX
Fidelity Extended Market Index
Price$94.51
Change+$0.64 (+0.68%)
VolumeN/A
Net Assets40.78B
Carillon Scout Mid Cap I
Price$24.16
Change+$0.17 (+0.71%)
VolumeN/A
Net Assets3.18B
FSMAX vs UMBMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FSMAX vs. UMBMX commentary
Jan 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 Hold and UMBMX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.8B vs. UMBMX (3.18B). FSMAX pays higher dividends than UMBMX: FSMAX (1.10) vs UMBMX (0.15). FSMAX was incepted earlier than UMBMX: FSMAX (13 years) vs UMBMX (18 years). 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 : 26.14 vs. UMBMX (13.20). FSMAX return over 5 years is better than : 48.39 vs. UMBMX (24.82).
| FSMAX | UMBMX | FSMAX / UMBMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 18 years | - |
| Gain YTD | 3.994 | 4.228 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.8B | 3.18B | 1,285% |
| Annual Yield % from dividends | 1.10 | 0.15 | 743% |
| Returns for 1 year | 26.14 | 13.20 | 198% |
| Returns for 3 years | 21.40 | 3.76 | 569% |
| Returns for 5 years | 48.39 | 24.82 | 195% |
| Returns for 10 years | 90.18 | 63.77 | 141% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| NEEIX | 67.02 | 0.71 | +1.07% |
| Needham Growth Institutional | |||
| VMVLX | 255.26 | 1.88 | +0.74% |
| Vanguard Mega Cap Value Index Instl | |||
| YASSX | 10.01 | 0.05 | +0.50% |
| AMG Yacktman Special Opportunities I | |||
| WENCX | 37.40 | 0.17 | +0.46% |
| Allspring Mid Cap Growth Fund - Cl C | |||
| AFYCX | 24.87 | 0.08 | +0.32% |
| Bahl & Gaynor Income Growth C | |||