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FUMBX vs VFIRX
FUMBX vs VFIRX Comparison
Open Charts FUMBX vs VFIRX
Fidelity Shrt-Term Trs Bd Index
Price$10.32
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets3.06B
Vanguard Short-Term Treasury Adm
Price$9.90
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets5.95B
FUMBX vs VFIRX Comparison Chart
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FUMBX vs. VFIRX 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 VFIRX is a Hold.
FUNDAMENTALS
Fundamentals
VFIRX has more cash in the bank: 5.95B vs. FUMBX (3.06B). VFIRX pays higher dividends than FUMBX: VFIRX (4.39) vs FUMBX (3.04). 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: 314.00 vs. FUMBX (69.00). 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 : 6.63 vs. VFIRX (1.85). FUMBX return over 5 years is better than : 2.63 vs. VFIRX (-8.53).
| 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 | 2.295 | 0.917 | 250% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.06B | 5.95B | 51% |
| Annual Yield % from dividends | 3.04 | 4.39 | 69% |
| Returns for 1 year | 6.63 | 1.85 | 358% |
| Returns for 3 years | 8.37 | -3.55 | -236% |
| Returns for 5 years | 2.63 | -8.53 | -31% |
| Returns for 10 years | N/A | -2.82 | - |
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