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FMSFX vs VMBSX
FMSFX vs VMBSX Comparison
Open Charts FMSFX vs VMBSX
Fidelity Mortgage Securities
Price$9.51
Change-$0.08 (-0.83%)
VolumeN/A
Net Assets590.09M
Vanguard Mortgage-Backed Secs Idx Adm
Price$17.90
Change-$0.12 (-0.67%)
VolumeN/A
Net Assets20.89B
FMSFX vs VMBSX Comparison Chart
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FMSFX vs. VMBSX 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 VMBSX is a Hold.
FUNDAMENTALS
Fundamentals
VMBSX has more cash in the bank: 20.9B vs. FMSFX (590M). FMSFX (3.62) and VMBSX (3.53) have matching dividends . FMSFX was incepted earlier than VMBSX: FMSFX (40 years) vs VMBSX (15 years). FMSFX is a more actively managed with annual turnover of: 865.00 vs. VMBSX (101.00). FMSFX has a lower initial minimum investment than VMBSX: FMSFX (0) vs VMBSX (3000). VMBSX annual gain was more profitable for investors over the last year : 0.86 vs. FMSFX (0.36). VMBSX return over 5 years is better than : -5.13 vs. FMSFX (-6.36).
| FMSFX | VMBSX | FMSFX / VMBSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 40 years | 15 years | - |
| Gain YTD | -1.246 | -1.105 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 590M | 20.9B | 3% |
| Annual Yield % from dividends | 3.62 | 3.53 | 102% |
| Returns for 1 year | 0.36 | 0.86 | 42% |
| Returns for 3 years | -7.07 | -5.87 | 120% |
| Returns for 5 years | -6.36 | -5.13 | 124% |
| Returns for 10 years | 6.01 | 6.12 | 98% |
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