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LDLKX vs SWSBX
LDLKX vs SWSBX Comparison
Open Charts LDLKX vs SWSBX
Lord Abbett Short Duration Income R4
Price$3.88
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets42.43B
Schwab Short-Term Bond Index
Price$9.63
Change+$0.02 (+0.21%)
VolumeN/A
Net Assets1.47B
LDLKX vs SWSBX Comparison Chart in %
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LDLKX vs. SWSBX commentary
Jul 17, 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 LDLKX is a Hold and SWSBX is a Hold.
FUNDAMENTALS
Fundamentals
LDLKX has more cash in the bank: 42.4B vs. SWSBX (1.47B). LDLKX pays higher dividends than SWSBX: LDLKX (4.97) vs SWSBX (4.04). LDLKX was incepted earlier than SWSBX: LDLKX (10 years) vs SWSBX (8 years). LDLKX (0.63) is less costly to investors than SWSBX (0.06). LDLKX is a more actively managed with annual turnover of: 92.00 vs. SWSBX (65.00). LDLKX (0) and SWSBX (0) have matching initial minimum investment requirements. LDLKX annual gain was more profitable for investors over the last year : 5.38 vs. SWSBX (4.93). LDLKX return over 5 years is better than : 12.36 vs. SWSBX (4.58).
| LDLKX | SWSBX | LDLKX / SWSBX | |
| Total Expense Ratio | 0.63 | 0.06 | 1,050% |
| Annual Report Gross Expense Ratio | 0.63 | 0.06 | 1,050% |
| Fund Existence | 10 years | 8 years | - |
| Gain YTD | 2.812 | 2.918 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.4B | 1.47B | 2,882% |
| Annual Yield % from dividends | 4.97 | 4.04 | 123% |
| Returns for 1 year | 5.38 | 4.93 | 109% |
| Returns for 3 years | 13.55 | 10.81 | 125% |
| Returns for 5 years | 12.36 | 4.58 | 270% |
| Returns for 10 years | 26.80 | N/A | - |
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