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FUMBX vs VFIRX
FUMBX vs VFIRX Comparison
Open Charts FUMBX vs VFIRX
Fidelity Shrt-Term Trs Bd Index
Price$10.20
Change+$0.02 (+0.20%)
VolumeN/A
Net Assets2.98B
Vanguard Short-Term Treasury Adm
Price$9.83
Change+$0.02 (+0.20%)
VolumeN/A
Net Assets5.83B
FUMBX vs VFIRX Comparison Chart
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FUMBX vs. VFIRX commentary
Feb 24, 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: 5.84B vs. FUMBX (2.98B). VFIRX pays higher dividends than FUMBX: VFIRX (4.26) vs FUMBX (1.77). FUMBX was incepted earlier than VFIRX: FUMBX (7 years) vs VFIRX (24 years). VFIRX is a more actively managed with annual turnover of: 314.00 vs. FUMBX (60.00). 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 : 4.86 vs. VFIRX (0.51). FUMBX return over 5 years is better than : 3.99 vs. VFIRX (-7.38).
| FUMBX | VFIRX | FUMBX / VFIRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 24 years | - |
| Gain YTD | 0.699 | 0.204 | 343% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.98B | 5.84B | 51% |
| Annual Yield % from dividends | 1.77 | 4.26 | 41% |
| Returns for 1 year | 4.86 | 0.51 | 950% |
| Returns for 3 years | 4.34 | -5.97 | -73% |
| Returns for 5 years | 3.99 | -7.38 | -54% |
| Returns for 10 years | N/A | -3.13 | - |
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