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FSMAX vs UMBMX
FSMAX vs UMBMX Comparison
Open Charts FSMAX vs UMBMX
Fidelity Extended Market Index
Price$96.51
Change+$0.65 (+0.68%)
VolumeN/A
Net Assets39.17B
Carillon Scout Mid Cap I
Price$25.43
Change+$0.20 (+0.79%)
VolumeN/A
Net Assets3.15B
FSMAX vs UMBMX Comparison Chart in %
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FSMAX vs. UMBMX commentary
Jul 28, 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 StrongBuy and UMBMX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.2B vs. UMBMX (3.15B). FSMAX pays higher dividends than UMBMX: FSMAX (0.47) vs UMBMX (0.44). 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 : 15.33 vs. UMBMX (4.87). FSMAX return over 5 years is better than : 61.91 vs. UMBMX (34.20).
| 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 | 6.195 | 9.707 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.2B | 3.15B | 1,243% |
| Annual Yield % from dividends | 0.47 | 0.44 | 109% |
| Returns for 1 year | 15.33 | 4.87 | 315% |
| Returns for 3 years | 51.73 | 24.28 | 213% |
| Returns for 5 years | 61.91 | 34.20 | 181% |
| Returns for 10 years | 86.12 | 63.75 | 135% |
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