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FSMDX vs UMBMX
FSMDX vs UMBMX Comparison
Open Charts FSMDX vs UMBMX
Fidelity Mid Cap Index
Price$32.97
Change+$0.67 (+2.07%)
VolumeN/A
Net Assets37.69B
Carillon Scout Mid Cap I
Price$22.89
Change+$0.45 (+2.01%)
VolumeN/A
Net Assets2.84B
FSMDX vs UMBMX Comparison Chart
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FSMDX vs. UMBMX commentary
May 03, 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.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37.7B vs. UMBMX (2.84B). FSMDX pays higher dividends than UMBMX: FSMDX (1.21) vs UMBMX (0.48). FSMDX was incepted earlier than UMBMX: FSMDX (14 years) vs UMBMX (19 years). UMBMX (0.98) is less costly to investors than FSMDX (0.03). UMBMX is a more actively managed with annual turnover of: 72.00 vs. FSMDX (8.00). 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 : 5.41 vs. UMBMX (-3.79). FSMDX return over 5 years is better than : 81.15 vs. UMBMX (44.87).
| FSMDX | UMBMX | FSMDX / UMBMX | |
| Total Expense Ratio | 0.03 | 0.95 | 3% |
| Annual Report Gross Expense Ratio | 0.03 | 0.98 | 3% |
| Fund Existence | 14 years | 19 years | - |
| Gain YTD | -4.353 | -3.192 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.7B | 2.84B | 1,327% |
| Annual Yield % from dividends | 1.21 | 0.48 | 254% |
| Returns for 1 year | 5.41 | -3.79 | -143% |
| Returns for 3 years | 19.36 | -0.92 | -2,109% |
| Returns for 5 years | 81.15 | 44.87 | 181% |
| Returns for 10 years | 97.77 | 44.23 | 221% |
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