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FUMBX vs VFISX
FUMBX vs VFISX Comparison
Open Charts FUMBX vs VFISX
Fidelity Shrt-Term Trs Bd Index
Price$10.32
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets3.17B
Vanguard Short-Term Treasury I
Price$9.88
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets5.89B
FUMBX vs VFISX Comparison Chart in %
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FUMBX vs. VFISX commentary
Jun 23, 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: 5.89B vs. FUMBX (3.17B). VFISX pays higher dividends than FUMBX: VFISX (4.14) vs FUMBX (3.17). 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 : 5.39 vs. VFISX (1.13). FUMBX return over 5 years is better than : 2.86 vs. VFISX (-8.97).
| 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 | 2.749 | 0.714 | 385% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.17B | 5.89B | 54% |
| Annual Yield % from dividends | 3.17 | 4.14 | 77% |
| Returns for 1 year | 5.39 | 1.13 | 479% |
| Returns for 3 years | 10.23 | -2.62 | -391% |
| Returns for 5 years | 2.86 | -8.97 | -32% |
| Returns for 10 years | N/A | -3.14 | - |
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