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FSMAX vs UMBMX
FSMAX vs UMBMX Comparison
Open Charts FSMAX vs UMBMX
Fidelity Extended Market Index
Price$103.15
Change-$0.39 (-0.38%)
VolumeN/A
Net Assets40.63B
Carillon Scout Mid Cap I
Price$25.74
Change-$0.32 (-1.23%)
VolumeN/A
Net Assets3.41B
FSMAX vs UMBMX Comparison Chart in %
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FSMAX vs. UMBMX commentary
Feb 05, 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 FSMAX is a Hold and UMBMX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.6B vs. UMBMX (3.41B). FSMAX pays higher dividends than UMBMX: FSMAX (0.56) vs UMBMX (0.47). 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 (15.00). 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 : 10.51 vs. UMBMX (6.61). FSMAX return over 5 years is better than : 19.23 vs. UMBMX (4.18).
| 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 | 3.050 | 5.926 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.6B | 3.41B | 1,189% |
| Annual Yield % from dividends | 0.56 | 0.47 | 120% |
| Returns for 1 year | 10.51 | 6.61 | 159% |
| Returns for 3 years | 48.06 | 25.18 | 191% |
| Returns for 5 years | 19.23 | 4.18 | 460% |
| Returns for 10 years | 157.02 | 102.66 | 153% |
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