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FSMDX vs UMBMX
FSMDX vs UMBMX Comparison
Open Charts FSMDX vs UMBMX
Fidelity Mid Cap Index
Price$35.98
Change+$0.22 (+0.62%)
VolumeN/A
Net Assets42.38B
Carillon Scout Mid Cap I
Price$25.05
Change+$0.17 (+0.68%)
VolumeN/A
Net Assets3.13B
FSMDX vs UMBMX Comparison Chart in %
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FSMDX vs. UMBMX commentary
Jul 05, 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: 42.4B vs. UMBMX (3.13B). 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 (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 : 16.46 vs. UMBMX (4.42). FSMDX return over 5 years is better than : 78.71 vs. UMBMX (38.12).
| 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 | 6.803 | 8.067 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.4B | 3.13B | 1,355% |
| Annual Yield % from dividends | 1.31 | 0.44 | 301% |
| Returns for 1 year | 16.46 | 4.42 | 372% |
| Returns for 3 years | 48.44 | 22.85 | 212% |
| Returns for 5 years | 78.71 | 38.12 | 206% |
| Returns for 10 years | 123.56 | 60.50 | 204% |
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