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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
Aug 03, 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 Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.1B vs. UMBMX (4.15B). 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 : 20.57 vs. UMBMX (10.93). FSMAX return over 5 years is better than : 33.18 vs. UMBMX (4.21).
| 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 | 13.128 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.1B | 4.15B | 966% |
| Annual Yield % from dividends | 0.50 | 0.43 | 117% |
| Returns for 1 year | 20.57 | 10.93 | 188% |
| Returns for 3 years | 55.83 | 29.82 | 187% |
| Returns for 5 years | 33.18 | 4.21 | 787% |
| Returns for 10 years | 133.82 | 83.89 | 160% |
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