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RILDX vs SWRSX
RILDX vs SWRSX Comparison
Open Charts RILDX vs SWRSX
American Funds Inflation Linked Bd R4
Price$9.80
Change+$0.02 (+0.20%)
VolumeN/A
Net Assets14.17B
Schwab Treasury Infl Protected Secs Idx
Price$10.56
Change+$0.03 (+0.28%)
VolumeN/A
Net Assets2.79B
RILDX vs SWRSX Comparison Chart in %
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RILDX vs. SWRSX commentary
Oct 22, 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: 14.2B vs. SWRSX (2.79B). SWRSX pays higher dividends than RILDX: SWRSX (3.58) vs RILDX (1.78). RILDX was incepted earlier than SWRSX: RILDX (11 years) vs SWRSX (20 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 (6.10) and RILDX (5.90) have marching annual gain over last year. SWRSX return over 5 years is better than : 6.94 vs. RILDX (1.80).
| 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 | 20 years | - |
| Gain YTD | 7.473 | 7.621 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.2B | 2.79B | 509% |
| Annual Yield % from dividends | 1.78 | 3.58 | 50% |
| Returns for 1 year | 5.90 | 6.10 | 97% |
| Returns for 3 years | 12.98 | 14.75 | 88% |
| Returns for 5 years | 1.80 | 6.94 | 26% |
| Returns for 10 years | 25.71 | 31.63 | 81% |
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