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RILDX vs SWRSX
RILDX vs SWRSX Comparison
Open Charts RILDX vs SWRSX
American Funds Inflation Linked Bd R4
Price$9.75
Change+$0.06 (+0.62%)
VolumeN/A
Net Assets14.09B
Schwab Treasury Infl Protected Secs Idx
Price$10.61
Change+$0.03 (+0.28%)
VolumeN/A
Net Assets2.73B
RILDX vs SWRSX Comparison Chart in %
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RILDX vs. SWRSX commentary
Sep 10, 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 RILDX is a Hold and SWRSX is a Hold.
FUNDAMENTALS
Fundamentals
RILDX has more cash in the bank: 14.1B vs. SWRSX (2.73B). SWRSX pays higher dividends than RILDX: SWRSX (3.49) vs RILDX (1.79). RILDX was incepted earlier than SWRSX: RILDX (11 years) vs SWRSX (19 years). RILDX (0.64) is less costly to investors than SWRSX (0.05). SWRSX is a more actively managed with annual turnover of: 31.00 vs. RILDX (23.00). SWRSX has a lower initial minimum investment than RILDX: SWRSX (0) vs RILDX (250). SWRSX (4.89) and RILDX (4.80) have marching annual gain over last year. SWRSX return over 5 years is better than : 6.21 vs. RILDX (1.19).
| RILDX | SWRSX | RILDX / SWRSX | |
| Total Expense Ratio | 0.64 | 0.05 | 1,280% |
| Annual Report Gross Expense Ratio | 0.64 | 0.05 | 1,280% |
| Fund Existence | 11 years | 19 years | - |
| Gain YTD | 6.923 | 7.062 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.1B | 2.73B | 517% |
| Annual Yield % from dividends | 1.79 | 3.49 | 51% |
| Returns for 1 year | 4.80 | 4.89 | 98% |
| Returns for 3 years | 5.69 | 8.22 | 69% |
| Returns for 5 years | 1.19 | 6.21 | 19% |
| Returns for 10 years | 25.46 | 31.31 | 81% |
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