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FUMBX vs VSGDX
FUMBX vs VSGDX Comparison
Open Charts FUMBX vs VSGDX
Fidelity Shrt-Term Trs Bd Index
Price$10.20
Change+$0.02 (+0.20%)
VolumeN/A
Net Assets2.98B
Vanguard Short-Term Federal Adm
Price$10.19
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets4.37B
FUMBX vs VSGDX Comparison Chart
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FUMBX vs. VSGDX 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 VSGDX is a Hold.
FUNDAMENTALS
Fundamentals
VSGDX has more cash in the bank: 4.37B vs. FUMBX (2.98B). VSGDX pays higher dividends than FUMBX: VSGDX (3.55) vs FUMBX (1.77). FUMBX was incepted earlier than VSGDX: FUMBX (7 years) vs VSGDX (24 years). VSGDX is a more actively managed with annual turnover of: 342.00 vs. FUMBX (60.00). FUMBX has a lower initial minimum investment than VSGDX: FUMBX (0) vs VSGDX (50000). FUMBX annual gain was more profitable for investors over the last year : 4.86 vs. VSGDX (1.80). FUMBX return over 5 years is better than : 3.99 vs. VSGDX (-5.33).
| FUMBX | VSGDX | FUMBX / VSGDX | |
| 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 | 0.394 | 177% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.98B | 4.37B | 68% |
| Annual Yield % from dividends | 1.77 | 3.55 | 50% |
| Returns for 1 year | 4.86 | 1.80 | 270% |
| Returns for 3 years | 4.34 | -3.91 | -111% |
| Returns for 5 years | 3.99 | -5.33 | -75% |
| Returns for 10 years | N/A | 0.01 | - |