FSMDX
Price
$36.58
Change
+$0.22 (+0.61%)
Updated
Jul 25 closing price
Net Assets
42.38B
UMBMX
Price
$25.43
Change
+$0.20 (+0.79%)
Updated
Jul 25 closing price
Net Assets
3.15B
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FSMDX vs UMBMX

Header iconFSMDX vs UMBMX Comparison
Open Charts FSMDX vs UMBMXBanner chart's image
Fidelity Mid Cap Index
Price$36.58
Change+$0.22 (+0.61%)
VolumeN/A
Net Assets42.38B
Carillon Scout Mid Cap I
Price$25.43
Change+$0.20 (+0.79%)
VolumeN/A
Net Assets3.15B
FSMDX vs UMBMX Comparison Chart in %
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FSMDX vs. UMBMX commentary
Jul 27, 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 Buy.

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FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 42.4B vs. UMBMX (3.15B). FSMDX pays higher dividends than UMBMX: FSMDX (1.31) vs UMBMX (0.44). 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 : 15.20 vs. UMBMX (4.87). FSMDX return over 5 years is better than : 75.40 vs. UMBMX (34.20).
FSMDXUMBMXFSMDX / UMBMX
Total Expense Ratio0.030.953%
Annual Report Gross Expense Ratio0.030.993%
Fund Existence14 years19 years-
Gain YTD8.5849.70788%
Front LoadN/AN/A-
Min. Initial Investment010000-
Min. Initial Investment IRAN/AN/A-
Net Assets42.4B3.15B1,345%
Annual Yield % from dividends1.310.44301%
Returns for 1 year15.204.87312%
Returns for 3 years46.4524.28191%
Returns for 5 years75.4034.20220%
Returns for 10 years128.1963.75201%
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