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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
Sep 13, 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 Buy and UMBMX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.1B vs. UMBMX (4.09B). FSMAX pays higher dividends than UMBMX: FSMAX (0.49) 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 : 13.05 vs. UMBMX (1.97). FSMAX return over 5 years is better than : 32.77 vs. UMBMX (1.56).
| 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 | 13.370 | 9.959 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.1B | 4.09B | 981% |
| Annual Yield % from dividends | 0.49 | 0.43 | 115% |
| Returns for 1 year | 13.05 | 1.97 | 664% |
| Returns for 3 years | 63.92 | 31.98 | 200% |
| Returns for 5 years | 32.77 | 1.56 | 2,098% |
| Returns for 10 years | 133.42 | 81.68 | 163% |
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