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FSMDX vs UMBMX
FSMDX vs UMBMX Comparison
Open Charts FSMDX vs UMBMX
Fidelity Mid Cap Index
Price$33.93
Change-$0.17 (-0.50%)
VolumeN/A
CapitalizationN/A
Carillon Scout Mid Cap I
Price$25.71
Change-$0.11 (-0.43%)
VolumeN/A
CapitalizationN/A
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FSMDX vs UMBMX Comparison Chart
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FSMDX vs. UMBMX commentary
Sep 21, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 35.8B vs. UMBMX (3.16B). 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). UMBMX annual gain was more profitable for investors over the last year : 30.07 vs. FSMDX (27.48). FSMDX return over 5 years is better than : 57.97 vs. UMBMX (41.29).
| 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 | 13.332 | 17.936 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 35.8B | 3.16B | 1,134% |
| Annual Yield % from dividends | 1.28 | 0.15 | 869% |
| Returns for 1 year | 27.48 | 30.07 | 91% |
| Returns for 3 years | 13.12 | -1.29 | -1,015% |
| Returns for 5 years | 57.97 | 41.29 | 140% |
| Returns for 10 years | 119.83 | 42.99 | 279% |
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