Interact to see
Advertisement
Advertisement
FSMAX vs UMBMX
FSMAX vs UMBMX Comparison
Open Charts FSMAX vs UMBMX
FSMAX vs UMBMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSMAX vs. UMBMX commentary
Jul 14, 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 StrongBuy and UMBMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 43.5B vs. UMBMX (4.18B). FSMAX pays higher dividends than UMBMX: FSMAX (0.48) vs UMBMX (0.42). 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 : 24.38 vs. UMBMX (11.67). FSMAX return over 5 years is better than : 39.12 vs. UMBMX (7.09).
| 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 | 15.913 | 14.115 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.5B | 4.18B | 1,041% |
| Annual Yield % from dividends | 0.48 | 0.42 | 115% |
| Returns for 1 year | 24.38 | 11.67 | 209% |
| Returns for 3 years | 63.28 | 32.56 | 194% |
| Returns for 5 years | 39.12 | 7.09 | 552% |
| Returns for 10 years | 139.20 | 84.30 | 165% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers