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FSMDX vs UMBMX
FSMDX vs UMBMX Comparison
Open Charts FSMDX vs UMBMX
Fidelity Mid Cap Index
Price$38.47
Change+$0.20 (+0.52%)
VolumeN/A
Net Assets46.87B
Carillon Scout Mid Cap I
Price$25.74
Change-$0.32 (-1.23%)
VolumeN/A
Net Assets3.41B
FSMDX vs UMBMX Comparison Chart in %
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FSMDX 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 FSMDX is a Buy and UMBMX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 46.9B vs. UMBMX (3.41B). FSMDX pays higher dividends than UMBMX: FSMDX (1.07) vs UMBMX (0.47). 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 : 10.78 vs. UMBMX (6.61). FSMDX return over 5 years is better than : 44.63 vs. UMBMX (4.18).
| 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 | 3.683 | 5.926 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46.9B | 3.41B | 1,374% |
| Annual Yield % from dividends | 1.07 | 0.47 | 229% |
| Returns for 1 year | 10.78 | 6.61 | 163% |
| Returns for 3 years | 39.55 | 25.18 | 157% |
| Returns for 5 years | 44.63 | 4.18 | 1,068% |
| Returns for 10 years | 187.08 | 102.66 | 182% |
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