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FSMAX vs UMBMX
FSMAX vs UMBMX Comparison
Open Charts FSMAX vs UMBMX
Fidelity Extended Market Index
Price$95.98
Change-$0.80 (-0.83%)
VolumeN/A
Net Assets39.63B
Carillon Scout Mid Cap I
Price$25.11
Change+$0.02 (+0.08%)
VolumeN/A
Net Assets3.1B
FSMAX vs UMBMX Comparison Chart in %
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FSMAX vs. UMBMX commentary
Aug 20, 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 Hold and UMBMX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.6B vs. UMBMX (3.1B). FSMAX pays higher dividends than UMBMX: FSMAX (0.46) vs UMBMX (0.43). 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 : 15.48 vs. UMBMX (1.02). FSMAX return over 5 years is better than : 52.64 vs. UMBMX (27.13).
| 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 | 6.492 | 8.326 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.6B | 3.1B | 1,277% |
| Annual Yield % from dividends | 0.46 | 0.43 | 107% |
| Returns for 1 year | 15.48 | 1.02 | 1,516% |
| Returns for 3 years | 39.87 | 15.64 | 255% |
| Returns for 5 years | 52.64 | 27.13 | 194% |
| Returns for 10 years | 96.12 | 67.24 | 143% |
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