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CFSTX vs FUMBX
CFSTX vs FUMBX Comparison
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CFSTX vs FUMBX Comparison Chart in %
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CFSTX vs. FUMBX commentary
Jun 14, 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 CFSTX is a Hold and FUMBX is a Hold.
FUNDAMENTALS
Fundamentals
FUMBX has more cash in the bank: 3.63B vs. CFSTX (25.5M). FUMBX pays higher dividends than CFSTX: FUMBX (3.76) vs CFSTX (2.56). CFSTX was incepted earlier than FUMBX: CFSTX (32 years) vs FUMBX (9 years). CFSTX (1.30) is less costly to investors than FUMBX (0.03). CFSTX is a more actively managed with annual turnover of: 39.00 vs. FUMBX (35.00). FUMBX has a lower initial minimum investment than CFSTX: FUMBX (0) vs CFSTX (1000). FUMBX annual gain was more profitable for investors over the last year : 3.20 vs. CFSTX (2.32). FUMBX return over 5 years is better than : 6.66 vs. CFSTX (5.13).
| CFSTX | FUMBX | CFSTX / FUMBX | |
| Total Expense Ratio | 0.68 | 0.03 | 2,267% |
| Annual Report Gross Expense Ratio | 1.30 | 0.03 | 4,333% |
| Fund Existence | 32 years | 9 years | - |
| Gain YTD | -0.429 | 0.195 | -220% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25.5M | 3.63B | 1% |
| Annual Yield % from dividends | 2.56 | 3.76 | 68% |
| Returns for 1 year | 2.32 | 3.20 | 72% |
| Returns for 3 years | 11.91 | 12.94 | 92% |
| Returns for 5 years | 5.13 | 6.66 | 77% |
| Returns for 10 years | 13.24 | N/A | - |
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