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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
Aug 03, 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 Buy and UMBMX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 52.1B vs. UMBMX (4.15B). FSMDX pays higher dividends than UMBMX: FSMDX (0.76) vs UMBMX (0.43). 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 : 18.74 vs. UMBMX (10.93). FSMDX return over 5 years is better than : 42.85 vs. UMBMX (4.21).
| 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 | 14.622 | 13.128 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 52.1B | 4.15B | 1,255% |
| Annual Yield % from dividends | 0.76 | 0.43 | 176% |
| Returns for 1 year | 18.74 | 10.93 | 171% |
| Returns for 3 years | 50.09 | 29.82 | 168% |
| Returns for 5 years | 42.85 | 4.21 | 1,017% |
| Returns for 10 years | 165.64 | 83.89 | 197% |
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