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FUMBX vs VSGDX
FUMBX vs VSGDX Comparison
Open Charts FUMBX vs VSGDX
Fidelity Shrt-Term Trs Bd Index
Price$10.33
Change-$0.02 (-0.19%)
VolumeN/A
Net Assets3.21B
Vanguard Short-Term Federal Adm
Price$10.27
Change-$0.02 (-0.19%)
VolumeN/A
Net Assets4.42B
FUMBX vs VSGDX Comparison Chart in %
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VS
FUMBX vs. VSGDX commentary
Jul 05, 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: 4.42B vs. FUMBX (3.21B). VSGDX pays higher dividends than FUMBX: VSGDX (3.57) vs FUMBX (3.23). 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 : 5.57 vs. VSGDX (2.19). FUMBX return over 5 years is better than : 3.09 vs. VSGDX (-6.49).
| 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 | 3.081 | 1.182 | 261% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.21B | 4.42B | 73% |
| Annual Yield % from dividends | 3.23 | 3.57 | 91% |
| Returns for 1 year | 5.57 | 2.19 | 254% |
| Returns for 3 years | 9.08 | -0.82 | -1,109% |
| Returns for 5 years | 3.09 | -6.49 | -48% |
| Returns for 10 years | N/A | 0.49 | - |
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