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FSMDX vs UMBMX
FSMDX vs UMBMX Comparison
Open Charts FSMDX vs UMBMX
Fidelity Mid Cap Index
Price$36.16
Change-$0.09 (-0.25%)
VolumeN/A
Net Assets43.39B
Carillon Scout Mid Cap I
Price$25.07
Change-$0.09 (-0.36%)
VolumeN/A
Net Assets3.11B
FSMDX vs UMBMX Comparison Chart in %
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FSMDX vs. UMBMX commentary
Aug 17, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 43.4B vs. UMBMX (3.11B). FSMDX pays higher dividends than UMBMX: FSMDX (1.29) vs UMBMX (0.43). 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 : 12.51 vs. UMBMX (2.04). FSMDX return over 5 years is better than : 66.14 vs. UMBMX (26.24).
| 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 | 7.337 | 8.542 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.4B | 3.11B | 1,395% |
| Annual Yield % from dividends | 1.29 | 0.43 | 297% |
| Returns for 1 year | 12.51 | 2.04 | 613% |
| Returns for 3 years | 30.75 | 13.79 | 223% |
| Returns for 5 years | 66.14 | 26.24 | 252% |
| Returns for 10 years | 122.29 | 58.55 | 209% |
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