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RFATX vs VBMFX
RFATX vs VBMFX Comparison
Open Charts RFATX vs VBMFX
Russell Inv Investment Grade Bond S
Price$18.26
Change+$0.05 (+0.27%)
VolumeN/A
Net Assets962.9M
Vanguard Total Bond Market Index I
Price$9.64
Change+$0.02 (+0.21%)
VolumeN/A
Net Assets355.25B
RFATX vs VBMFX Comparison Chart
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RFATX vs. VBMFX commentary
Apr 29, 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 RFATX is a Hold and VBMFX is a Hold.
FUNDAMENTALS
Fundamentals
VBMFX has more cash in the bank: 355B vs. RFATX (963M). RFATX pays higher dividends than VBMFX: RFATX (4.69) vs VBMFX (3.59). RFATX was incepted earlier than VBMFX: RFATX (18 years) vs VBMFX (38 years). RFATX (0.56) is less costly to investors than VBMFX (0.15). RFATX is a more actively managed with annual turnover of: 77.00 vs. VBMFX (36.00). RFATX has a lower initial minimum investment than VBMFX: RFATX (0) vs VBMFX (3000). RFATX annual gain was more profitable for investors over the last year : 7.42 vs. VBMFX (3.44). RFATX return over 5 years is better than : -6.62 vs. VBMFX (-16.38).
| RFATX | VBMFX | RFATX / VBMFX | |
| Total Expense Ratio | 0.51 | 0.15 | 340% |
| Annual Report Gross Expense Ratio | 0.56 | 0.15 | 373% |
| Fund Existence | 18 years | 38 years | - |
| Gain YTD | 2.875 | 1.477 | 195% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 963M | 355B | 0% |
| Annual Yield % from dividends | 4.69 | 3.59 | 131% |
| Returns for 1 year | 7.42 | 3.44 | 216% |
| Returns for 3 years | 3.82 | -3.97 | -96% |
| Returns for 5 years | -6.62 | -16.38 | 40% |
| Returns for 10 years | 4.74 | -10.27 | -46% |
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