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RBFEX vs SWAGX
RBFEX vs SWAGX Comparison
Open Charts RBFEX vs SWAGX
American Funds Bond Fund of Amer R4
Price$11.37
Change+$0.09 (+0.80%)
VolumeN/A
Net Assets94.78B
Schwab US Aggregate Bond Index
Price$8.96
Change+$0.07 (+0.79%)
VolumeN/A
Net Assets5.35B
RBFEX vs SWAGX Comparison Chart in %
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RBFEX vs. SWAGX commentary
Aug 03, 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 RBFEX is a Hold and SWAGX is a Hold.
FUNDAMENTALS
Fundamentals
RBFEX has more cash in the bank: 94.8B vs. SWAGX (5.35B). RBFEX pays higher dividends than SWAGX: RBFEX (4.25) vs SWAGX (4.01). RBFEX was incepted earlier than SWAGX: RBFEX (23 years) vs SWAGX (8 years). RBFEX (0.59) is less costly to investors than SWAGX (0.04). RBFEX is a more actively managed with annual turnover of: 370.00 vs. SWAGX (60.00). SWAGX has a lower initial minimum investment than RBFEX: SWAGX (0) vs RBFEX (250). SWAGX (3.73) and RBFEX (3.69) have marching annual gain over last year. SWAGX return over 5 years is better than : -4.91 vs. RBFEX (-7.12).
| RBFEX | SWAGX | RBFEX / SWAGX | |
| Total Expense Ratio | 0.58 | 0.04 | 1,450% |
| Annual Report Gross Expense Ratio | 0.59 | 0.04 | 1,475% |
| Fund Existence | 23 years | 8 years | - |
| Gain YTD | 4.610 | 4.481 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 94.8B | 5.35B | 1,773% |
| Annual Yield % from dividends | 4.25 | 4.01 | 106% |
| Returns for 1 year | 3.69 | 3.73 | 99% |
| Returns for 3 years | 5.76 | 6.36 | 90% |
| Returns for 5 years | -7.12 | -4.91 | 145% |
| Returns for 10 years | 15.26 | N/A | - |
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