Interact to see
Advertisement
Advertisement
FUMBX vs VFISX
FUMBX vs VFISX Comparison
Open Charts FUMBX vs VFISX
Fidelity Shrt-Term Trs Bd Index
Price$10.29
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets3.14B
Vanguard Short-Term Treasury I
Price$9.86
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets5.94B
FUMBX vs VFISX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUMBX vs. VFISX commentary
May 25, 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 VFISX is a Hold.
FUNDAMENTALS
Fundamentals
VFISX has more cash in the bank: 5.94B vs. FUMBX (3.14B). VFISX pays higher dividends than FUMBX: VFISX (4.19) vs FUMBX (3.08). FUMBX was incepted earlier than VFISX: FUMBX (8 years) vs VFISX (34 years). VFISX (0.20) is less costly to investors than FUMBX (0.03). VFISX is a more actively managed with annual turnover of: 348.00 vs. FUMBX (42.00). FUMBX has a lower initial minimum investment than VFISX: FUMBX (0) vs VFISX (3000). FUMBX annual gain was more profitable for investors over the last year : 5.96 vs. VFISX (1.34). FUMBX return over 5 years is better than : 2.44 vs. VFISX (-9.07).
| FUMBX | VFISX | FUMBX / VFISX | |
| Total Expense Ratio | 0.03 | 0.20 | 15% |
| Annual Report Gross Expense Ratio | 0.03 | 0.20 | 15% |
| Fund Existence | 8 years | 34 years | - |
| Gain YTD | 2.219 | 0.510 | 435% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.14B | 5.94B | 53% |
| Annual Yield % from dividends | 3.08 | 4.19 | 74% |
| Returns for 1 year | 5.96 | 1.34 | 446% |
| Returns for 3 years | 7.90 | -4.13 | -191% |
| Returns for 5 years | 2.44 | -9.07 | -27% |
| Returns for 10 years | N/A | -3.46 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers