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FUMBX vs SDGFX
FUMBX vs SDGFX Comparison
Open Charts FUMBX vs SDGFX
Fidelity Shrt-Term Trs Bd Index
Price$10.32
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets3.06B
SEI Short-Duration Government Y (SDIT)
Price$10.16
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets606.6M
FUMBX vs SDGFX Comparison Chart
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FUMBX vs. SDGFX commentary
Apr 19, 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: 3.06B vs. SDGFX (607M). SDGFX pays higher dividends than FUMBX: SDGFX (3.44) vs FUMBX (3.04). FUMBX was incepted earlier than SDGFX: FUMBX (8 years) vs SDGFX (10 years). SDGFX (0.33) is less costly to investors than FUMBX (0.03). SDGFX is a more actively managed with annual turnover of: 178.00 vs. FUMBX (69.00). FUMBX has a lower initial minimum investment than SDGFX: FUMBX (0) vs SDGFX (100000). FUMBX (6.63) and SDGFX (6.49) have marching annual gain over last year. SDGFX return over 5 years is better than : 6.63 vs. FUMBX (2.63).
| FUMBX | SDGFX | FUMBX / SDGFX | |
| Total Expense Ratio | 0.03 | 0.33 | 9% |
| Annual Report Gross Expense Ratio | 0.03 | 0.33 | 9% |
| Fund Existence | 8 years | 10 years | - |
| Gain YTD | 2.295 | 1.658 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.06B | 607M | 503% |
| Annual Yield % from dividends | 3.04 | 3.44 | 88% |
| Returns for 1 year | 6.63 | 6.49 | 102% |
| Returns for 3 years | 8.37 | 9.84 | 85% |
| Returns for 5 years | 2.63 | 6.63 | 40% |
| Returns for 10 years | N/A | 16.34 | - |