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FSMDX vs UMBMX
FSMDX vs UMBMX Comparison
Open Charts FSMDX vs UMBMX
Fidelity Mid Cap Index
Price$34.35
Change-$0.77 (-2.19%)
VolumeN/A
Net Assets38.63B
Carillon Scout Mid Cap I
Price$23.90
Change-$0.59 (-2.41%)
VolumeN/A
Net Assets3.13B
FSMDX vs UMBMX Comparison Chart
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FSMDX vs. UMBMX commentary
Feb 23, 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 FSMDX is a Hold and UMBMX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 38.6B vs. UMBMX (3.13B). FSMDX pays higher dividends than UMBMX: FSMDX (1.28) vs UMBMX (0.15). FSMDX was incepted earlier than UMBMX: FSMDX (13 years) vs UMBMX (18 years). FSMDX has a lower initial minimum investment than UMBMX: FSMDX (0) vs UMBMX (10000). FSMDX annual gain was more profitable for investors over the last year : 15.51 vs. UMBMX (5.50). FSMDX return over 5 years is better than : 54.58 vs. UMBMX (27.05).
| FSMDX | UMBMX | FSMDX / UMBMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 18 years | - |
| Gain YTD | 3.998 | 5.651 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 38.6B | 3.13B | 1,232% |
| Annual Yield % from dividends | 1.28 | 0.15 | 869% |
| Returns for 1 year | 15.51 | 5.50 | 282% |
| Returns for 3 years | 27.30 | 9.53 | 287% |
| Returns for 5 years | 54.58 | 27.05 | 202% |
| Returns for 10 years | 112.08 | 55.95 | 200% |
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