Interact to see
Advertisement
Advertisement
UMNIX vs VUBFX
UMNIX vs VUBFX Comparison
Open Charts UMNIX vs VUBFX
Lazard US Short Duration Fixed Inc Instl
Price$9.59
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets31.2M
Vanguard Ultra-Short-Term Bond Investor
Price$10.03
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets13.95B
UMNIX vs VUBFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
UMNIX vs. VUBFX 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 UMNIX is a Hold and VUBFX is a Hold.
FUNDAMENTALS
Fundamentals
VUBFX has more cash in the bank: 14B vs. UMNIX (31.2M). VUBFX pays higher dividends than UMNIX: VUBFX (4.92) vs UMNIX (3.72). UMNIX was incepted earlier than VUBFX: UMNIX (14 years) vs VUBFX (10 years). UMNIX (0.74) is less costly to investors than VUBFX (0.20). UMNIX is a more actively managed with annual turnover of: 276.00 vs. VUBFX (69.00). VUBFX has a lower initial minimum investment than UMNIX: VUBFX (3000) vs UMNIX (10000). UMNIX (5.70) and VUBFX (5.57) have marching annual gain over last year. VUBFX return over 5 years is better than : 14.39 vs. UMNIX (7.28).
| UMNIX | VUBFX | UMNIX / VUBFX | |
| Total Expense Ratio | 0.40 | 0.20 | 200% |
| Annual Report Gross Expense Ratio | 0.74 | 0.20 | 370% |
| Fund Existence | 14 years | 10 years | - |
| Gain YTD | 1.732 | 1.801 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.2M | 14B | 0% |
| Annual Yield % from dividends | 3.72 | 4.92 | 76% |
| Returns for 1 year | 5.70 | 5.57 | 102% |
| Returns for 3 years | 9.28 | 13.87 | 67% |
| Returns for 5 years | 7.28 | 14.39 | 51% |
| Returns for 10 years | 14.74 | 24.37 | 60% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers