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FUMBX vs VFIRX
FUMBX vs VFIRX Comparison
Open Charts FUMBX vs VFIRX
Fidelity Shrt-Term Trs Bd Index
Price$10.30
Change-$0.02 (-0.19%)
VolumeN/A
Net Assets3.17B
Vanguard Short-Term Treasury Adm
Price$9.87
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets5.89B
FUMBX vs VFIRX Comparison Chart
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FUMBX vs. VFIRX commentary
Jun 15, 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 VFIRX is a Hold.
FUNDAMENTALS
Fundamentals
VFIRX has more cash in the bank: 5.89B vs. FUMBX (3.17B). VFIRX pays higher dividends than FUMBX: VFIRX (4.24) vs FUMBX (3.17). FUMBX was incepted earlier than VFIRX: FUMBX (8 years) vs VFIRX (24 years). VFIRX (0.10) is less costly to investors than FUMBX (0.03). VFIRX is a more actively managed with annual turnover of: 348.00 vs. FUMBX (42.00). FUMBX has a lower initial minimum investment than VFIRX: FUMBX (0) vs VFIRX (50000). FUMBX annual gain was more profitable for investors over the last year : 5.39 vs. VFIRX (0.92). FUMBX return over 5 years is better than : 2.95 vs. VFIRX (-9.06).
| FUMBX | VFIRX | FUMBX / VFIRX | |
| Total Expense Ratio | 0.03 | 0.10 | 30% |
| Annual Report Gross Expense Ratio | 0.03 | 0.10 | 30% |
| Fund Existence | 8 years | 24 years | - |
| Gain YTD | 2.749 | 0.612 | 450% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.17B | 5.89B | 54% |
| Annual Yield % from dividends | 3.17 | 4.24 | 75% |
| Returns for 1 year | 5.39 | 0.92 | 586% |
| Returns for 3 years | 10.90 | -2.23 | -489% |
| Returns for 5 years | 2.95 | -9.06 | -33% |
| Returns for 10 years | N/A | -2.88 | - |
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