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FSMDX vs UMBMX
FSMDX vs UMBMX Comparison
Open Charts FSMDX vs UMBMX
Fidelity Mid Cap Index
Price$36.90
Change+$0.34 (+0.93%)
VolumeN/A
Net Assets44.83B
Carillon Scout Mid Cap I
Price$25.86
Change+$0.06 (+0.23%)
VolumeN/A
Net Assets3.18B
FSMDX vs UMBMX Comparison Chart in %
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FSMDX vs. UMBMX commentary
Sep 06, 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 Buy and UMBMX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 44.8B vs. UMBMX (3.18B). FSMDX pays higher dividends than UMBMX: FSMDX (1.26) vs UMBMX (0.42). FSMDX was incepted earlier than UMBMX: FSMDX (14 years) vs UMBMX (19 years). UMBMX (0.99) is less costly to investors than FSMDX (0.03). UMBMX is a more actively managed with annual turnover of: 72.00 vs. FSMDX (15.00). 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 : 14.22 vs. UMBMX (4.64). FSMDX return over 5 years is better than : 70.64 vs. UMBMX (29.84).
| FSMDX | UMBMX | FSMDX / UMBMX | |
| Total Expense Ratio | 0.03 | 0.95 | 3% |
| Annual Report Gross Expense Ratio | 0.03 | 0.99 | 3% |
| Fund Existence | 14 years | 19 years | - |
| Gain YTD | 9.533 | 11.303 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44.8B | 3.18B | 1,411% |
| Annual Yield % from dividends | 1.26 | 0.42 | 298% |
| Returns for 1 year | 14.22 | 4.64 | 307% |
| Returns for 3 years | 47.11 | 26.58 | 177% |
| Returns for 5 years | 70.64 | 29.84 | 237% |
| Returns for 10 years | 139.96 | 71.28 | 196% |
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