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FUMBX vs VSGDX
FUMBX vs VSGDX Comparison
Open Charts FUMBX vs VSGDX
Fidelity Shrt-Term Trs Bd Index
Price$10.29
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets3.14B
Vanguard Short-Term Federal Adm
Price$10.23
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets4.41B
FUMBX vs VSGDX Comparison Chart
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FUMBX vs. VSGDX 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 VSGDX is a Hold.
FUNDAMENTALS
Fundamentals
VSGDX has more cash in the bank: 4.41B vs. FUMBX (3.14B). VSGDX pays higher dividends than FUMBX: VSGDX (3.50) vs FUMBX (3.08). FUMBX was incepted earlier than VSGDX: FUMBX (8 years) vs VSGDX (24 years). VSGDX (0.10) is less costly to investors than FUMBX (0.03). VSGDX is a more actively managed with annual turnover of: 403.00 vs. FUMBX (42.00). 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 : 5.96 vs. VSGDX (2.40). FUMBX return over 5 years is better than : 2.44 vs. VSGDX (-6.43).
| FUMBX | VSGDX | FUMBX / VSGDX | |
| Total Expense Ratio | 0.03 | 0.10 | 30% |
| Annual Report Gross Expense Ratio | 0.03 | 0.10 | 30% |
| Fund Existence | 8 years | 24 years | - |
| Gain YTD | 2.219 | 0.788 | 282% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.14B | 4.41B | 71% |
| Annual Yield % from dividends | 3.08 | 3.50 | 88% |
| Returns for 1 year | 5.96 | 2.40 | 248% |
| Returns for 3 years | 7.90 | -1.68 | -471% |
| Returns for 5 years | 2.44 | -6.43 | -38% |
| Returns for 10 years | N/A | 0.26 | - |
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