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RBFFX vs SWAGX
RBFFX vs SWAGX Comparison
Open Charts RBFFX vs SWAGX
American Funds Bond Fund of Amer R5
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
RBFFX vs SWAGX Comparison Chart
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RBFFX 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 RBFFX is a Hold and SWAGX is a Hold.
FUNDAMENTALS
Fundamentals
RBFFX has more cash in the bank: 91B vs. SWAGX (5.29B). RBFFX pays higher dividends than SWAGX: RBFFX (4.54) vs SWAGX (3.93). RBFFX was incepted earlier than SWAGX: RBFFX (23 years) vs SWAGX (8 years). RBFFX (0.30) is less costly to investors than SWAGX (0.04). RBFFX is a more actively managed with annual turnover of: 370.00 vs. SWAGX (60.00). SWAGX has a lower initial minimum investment than RBFFX: SWAGX (0) vs RBFFX (250). RBFFX annual gain was more profitable for investors over the last year : 4.48 vs. SWAGX (4.03). SWAGX (-5.83) and RBFFX (-5.86) have equivalent 5 years return.
| RBFFX | SWAGX | RBFFX / SWAGX | |
| Total Expense Ratio | 0.29 | 0.04 | 725% |
| Annual Report Gross Expense Ratio | 0.30 | 0.04 | 750% |
| Fund Existence | 23 years | 8 years | - |
| Gain YTD | 1.318 | 0.988 | 133% |
| 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 | 4.54 | 3.93 | 116% |
| Returns for 1 year | 4.48 | 4.03 | 111% |
| Returns for 3 years | 4.30 | 3.86 | 111% |
| Returns for 5 years | -5.86 | -5.83 | 101% |
| Returns for 10 years | 14.73 | N/A | - |
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