Interact to see
Advertisement
Advertisement
FUMBX vs SFITX
FUMBX vs SFITX Comparison
Open Charts FUMBX vs SFITX
Fidelity Shrt-Term Trs Bd Index
Price$10.43
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets3.32B
State Farm Interim
Price$9.74
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets298.16M
FUMBX vs SFITX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUMBX vs. SFITX commentary
Nov 21, 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 SFITX is a Hold.
FUNDAMENTALS
Fundamentals
FUMBX has more cash in the bank: 3.32B vs. SFITX (298M). SFITX (3.54) and FUMBX (3.49) have matching dividends . FUMBX was incepted earlier than SFITX: FUMBX (8 years) vs SFITX (48 years). SFITX (0.25) is less costly to investors than FUMBX (0.03). SFITX is a more actively managed with annual turnover of: 49.00 vs. FUMBX (42.00). FUMBX has a lower initial minimum investment than SFITX: FUMBX (0) vs SFITX (250). SFITX (5.58) and FUMBX (5.53) have marching annual gain over last year. FUMBX (5.10) and SFITX (4.95) have equivalent 5 years return.
| FUMBX | SFITX | FUMBX / SFITX | |
| Total Expense Ratio | 0.03 | 0.16 | 19% |
| Annual Report Gross Expense Ratio | 0.03 | 0.25 | 12% |
| Fund Existence | 8 years | 48 years | - |
| Gain YTD | 5.086 | 4.972 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.32B | 298M | 1,114% |
| Annual Yield % from dividends | 3.49 | 3.54 | 99% |
| Returns for 1 year | 5.53 | 5.58 | 99% |
| Returns for 3 years | 14.05 | 13.55 | 104% |
| Returns for 5 years | 5.10 | 4.95 | 103% |
| Returns for 10 years | N/A | 16.66 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers