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BFIAX vs SWRSX
BFIAX vs SWRSX Comparison
Open Charts BFIAX vs SWRSX
American Funds Inflation Linked Bd A
Price$9.63
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets13.9B
Schwab Treasury Infl Protected Secs Idx
Price$10.44
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets2.63B
BFIAX vs SWRSX Comparison Chart in %
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BFIAX vs. SWRSX commentary
Aug 06, 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 BFIAX is a Hold and SWRSX is a Hold.
FUNDAMENTALS
Fundamentals
BFIAX has more cash in the bank: 13.9B vs. SWRSX (2.63B). SWRSX pays higher dividends than BFIAX: SWRSX (3.54) vs BFIAX (1.75). BFIAX was incepted earlier than SWRSX: BFIAX (13 years) vs SWRSX (19 years). BFIAX (0.69) is less costly to investors than SWRSX (0.05). SWRSX is a more actively managed with annual turnover of: 31.00 vs. BFIAX (23.00). SWRSX has a lower initial minimum investment than BFIAX: SWRSX (0) vs BFIAX (250). SWRSX (4.10) and BFIAX (4.09) have marching annual gain over last year. SWRSX return over 5 years is better than : 4.82 vs. BFIAX (-0.29).
| BFIAX | SWRSX | BFIAX / SWRSX | |
| Total Expense Ratio | 0.69 | 0.05 | 1,380% |
| Annual Report Gross Expense Ratio | 0.69 | 0.05 | 1,380% |
| Fund Existence | 13 years | 19 years | - |
| Gain YTD | 5.708 | 5.746 | 99% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.9B | 2.63B | 530% |
| Annual Yield % from dividends | 1.75 | 3.54 | 50% |
| Returns for 1 year | 4.09 | 4.10 | 100% |
| Returns for 3 years | 1.73 | 4.35 | 40% |
| Returns for 5 years | -0.29 | 4.82 | -6% |
| Returns for 10 years | 22.68 | 28.75 | 79% |
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