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FUMBX vs VFISX
FUMBX vs VFISX Comparison
Open Charts FUMBX vs VFISX
Fidelity Shrt-Term Trs Bd Index
Price$10.15
Change+$0.04 (+0.40%)
VolumeN/A
Net Assets3B
Vanguard Short-Term Treasury I
Price$9.80
Change+$0.02 (+0.20%)
VolumeN/A
Net Assets5.76B
FUMBX vs VFISX Comparison Chart
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FUMBX vs. VFISX commentary
Jan 16, 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: 5.76B vs. FUMBX (3.01B). 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 : 3.26 vs. VFISX (-0.81). FUMBX return over 5 years is better than : 4.11 vs. VFISX (-7.24).
| 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 | 0.000 | -0.102 | - |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.01B | 5.76B | 52% |
| Annual Yield % from dividends | 1.77 | 4.16 | 42% |
| Returns for 1 year | 3.26 | -0.81 | -402% |
| Returns for 3 years | 2.59 | -7.06 | -37% |
| Returns for 5 years | 4.11 | -7.24 | -57% |
| Returns for 10 years | N/A | -4.03 | - |
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