Interact to see
Advertisement
Advertisement
RILDX vs SWRSX
RILDX vs SWRSX Comparison
Open Charts RILDX vs SWRSX
American Funds Inflation Linked Bd R4
Price$9.61
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets13.9B
Schwab Treasury Infl Protected Secs Idx
Price$10.44
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets2.63B
RILDX vs SWRSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RILDX vs. SWRSX commentary
Aug 06, 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: 13.9B vs. SWRSX (2.63B). SWRSX pays higher dividends than RILDX: SWRSX (3.54) vs RILDX (1.82). 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 (4.10) and RILDX (4.06) have marching annual gain over last year. SWRSX return over 5 years is better than : 4.82 vs. RILDX (-0.24).
| 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 | 5.604 | 5.746 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.9B | 2.63B | 530% |
| Annual Yield % from dividends | 1.82 | 3.54 | 51% |
| Returns for 1 year | 4.06 | 4.10 | 99% |
| Returns for 3 years | 1.75 | 4.35 | 40% |
| Returns for 5 years | -0.24 | 4.82 | -5% |
| Returns for 10 years | 23.01 | 28.75 | 80% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FIFAX | 26.70 | 0.02 | +0.07% |
| American Funds Income Fund of Amer F3 | |||
| SFENX | 10.57 | N/A | N/A |
| Schwab Fundamental Emerging Mkts Eq Idx | |||
| MCISX | 18.37 | N/A | N/A |
| Victory Trivalent International Sm-Cp C | |||
| RCMPX | 17.54 | N/A | N/A |
| Lazard International Quality Gr R6 | |||
| IGIUX | 104.95 | -0.01 | -0.01% |
| Integrity Growth & Income Fund C | |||