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RFATX vs VTBSX
RFATX vs VTBSX Comparison
Open Charts RFATX vs VTBSX
Russell Inv Investment Grade Bond S
Price$18.30
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets968.59M
Vanguard Total Bond Market Idx Instl Sel
Price$9.66
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets355.25B
RFATX vs VTBSX Comparison Chart
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RFATX vs. VTBSX commentary
May 01, 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 VTBSX is a Hold.
FUNDAMENTALS
Fundamentals
VTBSX has more cash in the bank: 355B vs. RFATX (969M). RFATX pays higher dividends than VTBSX: RFATX (4.69) vs VTBSX (3.73). RFATX was incepted earlier than VTBSX: RFATX (18 years) vs VTBSX (9 years). RFATX (0.56) is less costly to investors than VTBSX (0.01). RFATX is a more actively managed with annual turnover of: 77.00 vs. VTBSX (36.00). RFATX has a lower initial minimum investment than VTBSX: RFATX (0) vs VTBSX (3000000000). RFATX annual gain was more profitable for investors over the last year : 7.77 vs. VTBSX (4.09). RFATX return over 5 years is better than : -6.34 vs. VTBSX (-15.86).
| RFATX | VTBSX | RFATX / VTBSX | |
| Total Expense Ratio | 0.51 | 0.01 | 5,100% |
| Annual Report Gross Expense Ratio | 0.56 | 0.01 | 5,600% |
| Fund Existence | 18 years | 9 years | - |
| Gain YTD | 3.101 | 2.004 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 969M | 355B | 0% |
| Annual Yield % from dividends | 4.69 | 3.73 | 126% |
| Returns for 1 year | 7.77 | 4.09 | 190% |
| Returns for 3 years | 4.05 | -3.46 | -117% |
| Returns for 5 years | -6.34 | -15.86 | 40% |
| Returns for 10 years | 4.97 | N/A | - |
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