Ad is loading...
RFATX vs VBTIX
RFATX vs VBTIX Comparison
Open Charts RFATX vs VBTIX
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 VBTIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RFATX vs. VBTIX 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 VBTIX is a Hold.
FUNDAMENTALS
Fundamentals
VBTIX has more cash in the bank: 355B vs. RFATX (963M). RFATX pays higher dividends than VBTIX: RFATX (4.69) vs VBTIX (3.71). 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 : 7.42 vs. VBTIX (3.44). RFATX return over 5 years is better than : -6.62 vs. VBTIX (-16.37).
| 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 | 2.875 | 1.477 | 195% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 963M | 355B | 0% |
| Annual Yield % from dividends | 4.69 | 3.71 | 126% |
| Returns for 1 year | 7.42 | 3.44 | 216% |
| Returns for 3 years | 3.82 | -3.96 | -96% |
| Returns for 5 years | -6.62 | -16.37 | 40% |
| Returns for 10 years | 4.74 | -10.22 | -46% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers