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FUMBX vs SDGFX
FUMBX vs SDGFX Comparison
Open Charts FUMBX vs SDGFX
Fidelity Shrt-Term Trs Bd Index
Price$10.20
Change+$0.02 (+0.20%)
VolumeN/A
Net Assets2.98B
SEI Short-Duration Government Y (SDIT)
Price$10.10
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets606.74M
FUMBX vs SDGFX Comparison Chart
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FUMBX vs. SDGFX commentary
Feb 24, 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 FUMBX is a Hold and SDGFX is a Hold.
FUNDAMENTALS
Fundamentals
FUMBX has more cash in the bank: 2.98B vs. SDGFX (607M). SDGFX pays higher dividends than FUMBX: SDGFX (3.14) vs FUMBX (1.77). FUMBX was incepted earlier than SDGFX: FUMBX (7 years) vs SDGFX (10 years). SDGFX is a more actively managed with annual turnover of: 139.00 vs. FUMBX (60.00). FUMBX has a lower initial minimum investment than SDGFX: FUMBX (0) vs SDGFX (100000). SDGFX annual gain was more profitable for investors over the last year : 5.68 vs. FUMBX (4.86). SDGFX return over 5 years is better than : 7.83 vs. FUMBX (3.99).
| FUMBX | SDGFX | FUMBX / SDGFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 10 years | - |
| Gain YTD | 0.699 | 0.482 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.98B | 607M | 491% |
| Annual Yield % from dividends | 1.77 | 3.14 | 56% |
| Returns for 1 year | 4.86 | 5.68 | 86% |
| Returns for 3 years | 4.34 | 7.01 | 62% |
| Returns for 5 years | 3.99 | 7.83 | 51% |
| Returns for 10 years | N/A | 15.28 | - |