Ad is loading...
FMSFX vs VMBIX
FMSFX vs VMBIX Comparison
Open Charts FMSFX vs VMBIX
Fidelity Mortgage Securities
Price$9.51
Change-$0.08 (-0.83%)
VolumeN/A
Net Assets590.09M
Vanguard Mortgage-Backed Secs Idx Instl
Price$24.26
Change-$0.16 (-0.66%)
VolumeN/A
Net Assets20.89B
FMSFX vs VMBIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FMSFX vs. VMBIX commentary
Jan 12, 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 FMSFX is a Hold and VMBIX is a Hold.
FUNDAMENTALS
Fundamentals
VMBIX has more cash in the bank: 20.9B vs. FMSFX (590M). FMSFX (3.62) and VMBIX (3.55) have matching dividends . FMSFX was incepted earlier than VMBIX: FMSFX (40 years) vs VMBIX (11 years). FMSFX is a more actively managed with annual turnover of: 865.00 vs. VMBIX (101.00). FMSFX has a lower initial minimum investment than VMBIX: FMSFX (0) vs VMBIX (5000000). VMBIX annual gain was more profitable for investors over the last year : 0.87 vs. FMSFX (0.36). VMBIX return over 5 years is better than : -5.01 vs. FMSFX (-6.36).
| FMSFX | VMBIX | FMSFX / VMBIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 40 years | 11 years | - |
| Gain YTD | -1.246 | -1.060 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 590M | 20.9B | 3% |
| Annual Yield % from dividends | 3.62 | 3.55 | 102% |
| Returns for 1 year | 0.36 | 0.87 | 42% |
| Returns for 3 years | -7.07 | -5.82 | 121% |
| Returns for 5 years | -6.36 | -5.01 | 127% |
| Returns for 10 years | 6.01 | 6.33 | 95% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers