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BFIAX vs SWRSX
BFIAX vs SWRSX Comparison
Open Charts BFIAX vs SWRSX
American Funds Inflation Linked Bd A
Price$9.81
Change+$0.02 (+0.20%)
VolumeN/A
Net Assets14.17B
Schwab Treasury Infl Protected Secs Idx
Price$10.56
Change+$0.03 (+0.28%)
VolumeN/A
Net Assets2.79B
BFIAX vs SWRSX Comparison Chart in %
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BFIAX vs. SWRSX commentary
Oct 22, 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: 14.2B vs. SWRSX (2.79B). SWRSX pays higher dividends than BFIAX: SWRSX (3.58) vs BFIAX (1.72). BFIAX was incepted earlier than SWRSX: BFIAX (13 years) vs SWRSX (20 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 (6.10) and BFIAX (5.93) have marching annual gain over last year. SWRSX return over 5 years is better than : 6.94 vs. BFIAX (1.64).
| 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 | 20 years | - |
| Gain YTD | 7.464 | 7.621 | 98% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.2B | 2.79B | 509% |
| Annual Yield % from dividends | 1.72 | 3.58 | 48% |
| Returns for 1 year | 5.93 | 6.10 | 97% |
| Returns for 3 years | 12.72 | 14.75 | 86% |
| Returns for 5 years | 1.64 | 6.94 | 24% |
| Returns for 10 years | 25.24 | 31.63 | 80% |
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