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RFATX vs VBTIX
RFATX vs VBTIX Comparison
Open Charts RFATX vs VBTIX
Russell Inv Investment Grade Bond S
Price$18.12
Change-$0.07 (-0.38%)
VolumeN/A
Net Assets1B
Vanguard Total Bond Market Index I
Price$9.57
Change-$0.04 (-0.42%)
VolumeN/A
Net Assets352.01B
RFATX vs VBTIX Comparison Chart
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RFATX vs. VBTIX commentary
Jun 14, 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 VBTIX is a Hold.
FUNDAMENTALS
Fundamentals
VBTIX has more cash in the bank: 352B vs. RFATX (1.01B). RFATX pays higher dividends than VBTIX: RFATX (4.71) vs VBTIX (3.81). RFATX was incepted earlier than VBTIX: RFATX (18 years) vs VBTIX (30 years). RFATX (0.56) is less costly to investors than VBTIX (0.03). RFATX is a more actively managed with annual turnover of: 77.00 vs. VBTIX (36.00). RFATX has a lower initial minimum investment than VBTIX: RFATX (0) vs VBTIX (5000000). RFATX annual gain was more profitable for investors over the last year : 3.87 vs. VBTIX (0.52). RFATX return over 5 years is better than : -8.68 vs. VBTIX (-16.75).
| RFATX | VBTIX | RFATX / VBTIX | |
| Total Expense Ratio | 0.51 | 0.03 | 2,040% |
| Annual Report Gross Expense Ratio | 0.56 | 0.03 | 2,240% |
| Fund Existence | 18 years | 30 years | - |
| Gain YTD | 2.783 | 1.371 | 203% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.01B | 352B | 0% |
| Annual Yield % from dividends | 4.71 | 3.81 | 124% |
| Returns for 1 year | 3.87 | 0.52 | 740% |
| Returns for 3 years | 8.10 | -0.39 | -2,066% |
| Returns for 5 years | -8.68 | -16.75 | 52% |
| Returns for 10 years | 5.79 | -9.14 | -63% |
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