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FMSFX vs VMBSX
FMSFX vs VMBSX Comparison
Open Charts FMSFX vs VMBSX
Fidelity Mortgage Securities
Price$9.73
Change-$0.01 (-0.10%)
VolumeN/A
CapitalizationN/A
Vanguard Mortgage-Backed Secs Idx Adm
Price$18.24
Change-$0.01 (-0.05%)
VolumeN/A
CapitalizationN/A
FMSFX vs VMBSX Comparison Chart
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FMSFX vs. VMBSX commentary
Nov 15, 2024
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: 19.1B vs. FMSFX (603M). 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). FMSFX (8.01) and VMBSX (7.94) have marching annual gain over last year. VMBSX return over 5 years is better than : -3.34 vs. FMSFX (-4.55).
| 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 | 1.065 | 1.552 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 603M | 19.1B | 3% |
| Annual Yield % from dividends | 3.62 | 3.53 | 102% |
| Returns for 1 year | 8.01 | 7.94 | 101% |
| Returns for 3 years | -6.84 | -5.66 | 121% |
| Returns for 5 years | -4.55 | -3.34 | 136% |
| Returns for 10 years | 8.52 | 8.03 | 106% |
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