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FUMBX vs VFISX
FUMBX vs VFISX Comparison
Open Charts FUMBX vs VFISX
Fidelity Shrt-Term Trs Bd Index
Price$10.20
Change+$0.02 (+0.20%)
VolumeN/A
Net Assets2.98B
Vanguard Short-Term Treasury I
Price$9.83
Change+$0.02 (+0.20%)
VolumeN/A
Net Assets5.83B
FUMBX vs VFISX Comparison Chart
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FUMBX vs. VFISX 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 VFISX is a Hold.
FUNDAMENTALS
Fundamentals
VFISX has more cash in the bank: 5.84B vs. FUMBX (2.98B). VFISX pays higher dividends than FUMBX: VFISX (4.16) vs FUMBX (1.77). FUMBX was incepted earlier than VFISX: FUMBX (7 years) vs VFISX (33 years). VFISX is a more actively managed with annual turnover of: 314.00 vs. FUMBX (60.00). 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 : 4.86 vs. VFISX (0.51). FUMBX return over 5 years is better than : 3.99 vs. VFISX (-7.39).
| FUMBX | VFISX | FUMBX / VFISX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 33 years | - |
| Gain YTD | 0.699 | 0.204 | 343% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.98B | 5.84B | 51% |
| Annual Yield % from dividends | 1.77 | 4.16 | 42% |
| Returns for 1 year | 4.86 | 0.51 | 950% |
| Returns for 3 years | 4.34 | -5.98 | -73% |
| Returns for 5 years | 3.99 | -7.39 | -54% |
| Returns for 10 years | N/A | -3.52 | - |
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