Interact to see
Advertisement
Advertisement
FUMBX vs VFIRX
FUMBX vs VFIRX Comparison
Open Charts FUMBX vs VFIRX
Fidelity Shrt-Term Trs Bd Index
Price$10.33
Change-$0.02 (-0.19%)
VolumeN/A
Net Assets3.21B
Vanguard Short-Term Treasury Adm
Price$9.88
Change-$0.02 (-0.20%)
VolumeN/A
Net Assets5.89B
FUMBX vs VFIRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUMBX vs. VFIRX commentary
Jul 05, 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 (3.21B). VFIRX pays higher dividends than FUMBX: VFIRX (4.19) vs FUMBX (3.23). 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 : 5.57 vs. VFIRX (1.13). FUMBX return over 5 years is better than : 3.09 vs. VFIRX (-9.13).
| 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 | 3.081 | 0.714 | 432% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.21B | 5.89B | 55% |
| Annual Yield % from dividends | 3.23 | 4.19 | 77% |
| Returns for 1 year | 5.57 | 1.13 | 495% |
| Returns for 3 years | 9.08 | -3.46 | -262% |
| Returns for 5 years | 3.09 | -9.13 | -34% |
| Returns for 10 years | N/A | -3.11 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| PFSQX | 26.23 | 0.32 | +1.24% |
| PGIM Jennison Financial Services R6 | |||
| LMNOX | 45.95 | 0.47 | +1.03% |
| Patient Opportunity I | |||
| CSVAX | 21.73 | 0.13 | +0.60% |
| Columbia International Div Inc A | |||
| MIDBX | 31.64 | 0.08 | +0.25% |
| MFS International New Discovery B | |||
| AZMIX | 18.03 | 0.04 | +0.22% |
| Virtus NFJ Emerging Markets Value Ins | |||