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FSMAX vs UMBMX
FSMAX vs UMBMX Comparison
Open Charts FSMAX vs UMBMX
Fidelity Extended Market Index
Price$100.97
Change-$1.65 (-1.61%)
VolumeN/A
Net Assets41.44B
Carillon Scout Mid Cap I
Price$25.88
Change-$0.28 (-1.07%)
VolumeN/A
Net Assets3.2B
FSMAX vs UMBMX Comparison Chart in %
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FSMAX vs. UMBMX commentary
Oct 17, 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: 41.4B vs. UMBMX (3.2B). FSMAX pays higher dividends than UMBMX: FSMAX (0.44) vs UMBMX (0.41). 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 (15.00). 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 : 14.77 vs. UMBMX (-1.35). FSMAX return over 5 years is better than : 51.60 vs. UMBMX (24.51).
| 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 | 12.918 | 12.856 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.4B | 3.2B | 1,292% |
| Annual Yield % from dividends | 0.44 | 0.41 | 105% |
| Returns for 1 year | 14.77 | -1.35 | -1,092% |
| Returns for 3 years | 69.02 | 36.68 | 188% |
| Returns for 5 years | 51.60 | 24.51 | 211% |
| Returns for 10 years | 107.22 | 71.02 | 151% |
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