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FSMAX vs UMBMX
FSMAX vs UMBMX Comparison
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FSMAX vs UMBMX Comparison Chart in %
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FSMAX vs. UMBMX commentary
Jun 20, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 42.7B vs. UMBMX (4.18B). FSMAX pays higher dividends than UMBMX: FSMAX (0.50) vs UMBMX (0.43). FSMAX was incepted earlier than UMBMX: FSMAX (15 years) vs UMBMX (20 years). UMBMX (0.98) is less costly to investors than FSMAX (0.04). UMBMX is a more actively managed with annual turnover of: 57.00 vs. FSMAX (23.00). 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 : 30.22 vs. UMBMX (16.17). FSMAX return over 5 years is better than : 38.58 vs. UMBMX (10.64).
| FSMAX | UMBMX | FSMAX / UMBMX | |
| Total Expense Ratio | 0.04 | 0.95 | 4% |
| Annual Report Gross Expense Ratio | 0.04 | 0.98 | 4% |
| Fund Existence | 15 years | 20 years | - |
| Gain YTD | 15.556 | 14.568 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.7B | 4.18B | 1,023% |
| Annual Yield % from dividends | 0.50 | 0.43 | 116% |
| Returns for 1 year | 30.22 | 16.17 | 187% |
| Returns for 3 years | 67.14 | 35.90 | 187% |
| Returns for 5 years | 38.58 | 10.64 | 363% |
| Returns for 10 years | 146.90 | 91.19 | 161% |
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