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FSMDX vs UMBMX
FSMDX vs UMBMX Comparison
Open Charts FSMDX vs UMBMX
Fidelity Mid Cap Index
Price$36.71
Change+$0.09 (+0.25%)
VolumeN/A
Net Assets45.37B
Carillon Scout Mid Cap I
Price$25.93
Change+$0.05 (+0.19%)
VolumeN/A
Net Assets3.17B
FSMDX vs UMBMX Comparison Chart in %
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FSMDX vs. UMBMX commentary
Oct 19, 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: 45.4B vs. UMBMX (3.17B). FSMDX pays higher dividends than UMBMX: FSMDX (1.25) vs UMBMX (0.41). 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 : 6.48 vs. UMBMX (-2.07). FSMDX return over 5 years is better than : 60.77 vs. UMBMX (23.41).
| 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 | 8.969 | 11.864 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.4B | 3.17B | 1,430% |
| Annual Yield % from dividends | 1.25 | 0.41 | 301% |
| Returns for 1 year | 6.48 | -2.07 | -313% |
| Returns for 3 years | 52.66 | 33.53 | 157% |
| Returns for 5 years | 60.77 | 23.41 | 260% |
| Returns for 10 years | 135.66 | 69.63 | 195% |
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