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RBFEX vs SWAGX
RBFEX vs SWAGX Comparison
Open Charts RBFEX vs SWAGX
American Funds Bond Fund of Amer R4
Price$11.12
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets91.05B
Schwab US Aggregate Bond Index
Price$8.76
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets5.29B
RBFEX vs SWAGX Comparison Chart
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RBFEX vs. SWAGX commentary
May 24, 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: 91B vs. SWAGX (5.29B). RBFEX pays higher dividends than SWAGX: RBFEX (4.24) vs SWAGX (3.93). 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). RBFEX (4.17) and SWAGX (4.03) have marching annual gain over last year. SWAGX return over 5 years is better than : -5.83 vs. RBFEX (-7.25).
| 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 | 1.220 | 0.988 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 91B | 5.29B | 1,720% |
| Annual Yield % from dividends | 4.24 | 3.93 | 108% |
| Returns for 1 year | 4.17 | 4.03 | 104% |
| Returns for 3 years | 3.38 | 3.86 | 88% |
| Returns for 5 years | -7.25 | -5.83 | 124% |
| Returns for 10 years | 11.37 | N/A | - |
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