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FSMDX vs UMBMX
FSMDX vs UMBMX Comparison
Open Charts FSMDX vs UMBMX
Fidelity Mid Cap Index
Price$36.54
Change-$0.66 (-1.77%)
VolumeN/A
Net Assets45.03B
Carillon Scout Mid Cap I
Price$25.98
Change-$0.47 (-1.78%)
VolumeN/A
Net Assets3.23B
FSMDX vs UMBMX Comparison Chart in %
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FSMDX vs. UMBMX commentary
Nov 14, 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 FSMDX is a Hold and UMBMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 45B vs. UMBMX (3.23B). FSMDX pays higher dividends than UMBMX: FSMDX (1.26) vs UMBMX (0.42). FSMDX was incepted earlier than UMBMX: FSMDX (14 years) vs UMBMX (19 years). UMBMX (0.99) is less costly to investors than FSMDX (0.03). UMBMX is a more actively managed with annual turnover of: 72.00 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 : 4.21 vs. UMBMX (-4.45). FSMDX return over 5 years is better than : 55.45 vs. UMBMX (21.98).
| FSMDX | UMBMX | FSMDX / UMBMX | |
| Total Expense Ratio | 0.03 | 0.95 | 3% |
| Annual Report Gross Expense Ratio | 0.03 | 0.99 | 3% |
| Fund Existence | 14 years | 19 years | - |
| Gain YTD | 10.246 | 14.107 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45B | 3.23B | 1,393% |
| Annual Yield % from dividends | 1.26 | 0.42 | 302% |
| Returns for 1 year | 4.21 | -4.45 | -94% |
| Returns for 3 years | 41.46 | 28.46 | 146% |
| Returns for 5 years | 55.45 | 21.98 | 252% |
| Returns for 10 years | 143.82 | 76.50 | 188% |
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