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FSMDX vs UMBMX
FSMDX vs UMBMX Comparison
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FSMDX vs UMBMX Comparison Chart in %
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FSMDX vs. UMBMX commentary
Jul 14, 2026
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 Hold and UMBMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 53.2B vs. UMBMX (4.18B). FSMDX pays higher dividends than UMBMX: FSMDX (0.76) vs UMBMX (0.42). FSMDX was incepted earlier than UMBMX: FSMDX (15 years) vs UMBMX (20 years). UMBMX (0.98) is less costly to investors than FSMDX (0.03). UMBMX is a more actively managed with annual turnover of: 57.00 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 : 19.67 vs. UMBMX (11.67). FSMDX return over 5 years is better than : 45.89 vs. UMBMX (7.09).
| FSMDX | UMBMX | FSMDX / UMBMX | |
| Total Expense Ratio | 0.03 | 0.95 | 3% |
| Annual Report Gross Expense Ratio | 0.03 | 0.98 | 3% |
| Fund Existence | 15 years | 20 years | - |
| Gain YTD | 14.947 | 14.115 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 53.2B | 4.18B | 1,274% |
| Annual Yield % from dividends | 0.76 | 0.42 | 180% |
| Returns for 1 year | 19.67 | 11.67 | 169% |
| Returns for 3 years | 52.50 | 32.56 | 161% |
| Returns for 5 years | 45.89 | 7.09 | 647% |
| Returns for 10 years | 165.79 | 84.30 | 197% |
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