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FUMBX vs VSGDX
FUMBX vs VSGDX Comparison
Open Charts FUMBX vs VSGDX
Fidelity Shrt-Term Trs Bd Index
Price$10.15
Change+$0.04 (+0.40%)
VolumeN/A
Net Assets3B
Vanguard Short-Term Federal Adm
Price$10.15
Change+$0.04 (+0.40%)
VolumeN/A
Net Assets4.38B
FUMBX vs VSGDX Comparison Chart
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FUMBX vs. VSGDX 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 VSGDX is a Hold.
FUNDAMENTALS
Fundamentals
VSGDX has more cash in the bank: 4.38B vs. FUMBX (3.01B). 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 : 3.26 vs. VSGDX (0.59). FUMBX return over 5 years is better than : 4.11 vs. VSGDX (-5.26).
| 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 | 0.000 | 0.000 | - |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.01B | 4.38B | 69% |
| Annual Yield % from dividends | 1.77 | 3.55 | 50% |
| Returns for 1 year | 3.26 | 0.59 | 547% |
| Returns for 3 years | 2.59 | -5.18 | -50% |
| Returns for 5 years | 4.11 | -5.26 | -78% |
| Returns for 10 years | N/A | -0.49 | - |
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