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FSMAX vs UMBMX
FSMAX vs UMBMX Comparison
Open Charts FSMAX vs UMBMX
Fidelity Extended Market Index
Price$96.46
Change-$0.29 (-0.30%)
VolumeN/A
Net Assets39.63B
Carillon Scout Mid Cap I
Price$25.07
Change-$0.09 (-0.36%)
VolumeN/A
Net Assets3.11B
FSMAX vs UMBMX Comparison Chart in %
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FSMAX vs. UMBMX commentary
Aug 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 Buy and UMBMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.6B vs. UMBMX (3.11B). FSMAX pays higher dividends than UMBMX: FSMAX (0.46) vs UMBMX (0.43). 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 : 16.65 vs. UMBMX (2.04). FSMAX return over 5 years is better than : 52.87 vs. UMBMX (26.24).
| 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 | 6.140 | 8.542 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.6B | 3.11B | 1,272% |
| Annual Yield % from dividends | 0.46 | 0.43 | 107% |
| Returns for 1 year | 16.65 | 2.04 | 817% |
| Returns for 3 years | 34.54 | 13.79 | 250% |
| Returns for 5 years | 52.87 | 26.24 | 201% |
| Returns for 10 years | 84.94 | 58.55 | 145% |
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