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FSMAX vs UMBMX
FSMAX vs UMBMX Comparison
Open Charts FSMAX vs UMBMX
Fidelity Extended Market Index
Price$88.99
Change-$1.54 (-1.70%)
VolumeN/A
Net Assets37.61B
FSMAX vs UMBMX Comparison Chart
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FSMAX vs. UMBMX commentary
Jun 16, 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 FSMAX is a Buy and UMBMX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 37.6B vs. UMBMX (3B). FSMAX pays higher dividends than UMBMX: FSMAX (0.50) vs UMBMX (0.45). FSMAX was incepted earlier than UMBMX: FSMAX (14 years) vs UMBMX (19 years). UMBMX (0.99) is less costly to investors than FSMAX (0.04). UMBMX is a more actively managed with annual turnover of: 72.00 vs. FSMAX (9.00). FSMAX has a lower initial minimum investment than UMBMX: FSMAX (0) vs UMBMX (10000). FSMAX annual gain was more profitable for investors over the last year : 11.48 vs. UMBMX (-0.17). FSMAX return over 5 years is better than : 60.48 vs. UMBMX (35.54).
| FSMAX | UMBMX | FSMAX / UMBMX | |
| Total Expense Ratio | 0.04 | 0.95 | 4% |
| Annual Report Gross Expense Ratio | 0.04 | 0.99 | 4% |
| Fund Existence | 14 years | 19 years | - |
| Gain YTD | -2.080 | 3.149 | -66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.6B | 3B | 1,255% |
| Annual Yield % from dividends | 0.50 | 0.45 | 111% |
| Returns for 1 year | 11.48 | -0.17 | -6,819% |
| Returns for 3 years | 47.57 | 17.83 | 267% |
| Returns for 5 years | 60.48 | 35.54 | 170% |
| Returns for 10 years | 66.64 | 51.13 | 130% |
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