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RILFX vs SWRSX
RILFX vs SWRSX Comparison
Open Charts RILFX vs SWRSX
American Funds Inflation Linked Bd R6
Price$9.69
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
RILFX vs SWRSX Comparison Chart in %
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RILFX 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 RILFX is a Hold and SWRSX is a Hold.
FUNDAMENTALS
Fundamentals
RILFX has more cash in the bank: 13.9B vs. SWRSX (2.63B). SWRSX pays higher dividends than RILFX: SWRSX (3.54) vs RILFX (2.21). RILFX was incepted earlier than SWRSX: RILFX (12 years) vs SWRSX (19 years). RILFX (0.29) is less costly to investors than SWRSX (0.05). SWRSX is a more actively managed with annual turnover of: 31.00 vs. RILFX (23.00). SWRSX has a lower initial minimum investment than RILFX: SWRSX (0) vs RILFX (250). RILFX annual gain was more profitable for investors over the last year : 4.46 vs. SWRSX (4.10). SWRSX return over 5 years is better than : 4.82 vs. RILFX (1.59).
| RILFX | SWRSX | RILFX / SWRSX | |
| Total Expense Ratio | 0.29 | 0.05 | 580% |
| Annual Report Gross Expense Ratio | 0.29 | 0.05 | 580% |
| Fund Existence | 12 years | 19 years | - |
| Gain YTD | 5.902 | 5.746 | 103% |
| 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 | 2.21 | 3.54 | 62% |
| Returns for 1 year | 4.46 | 4.10 | 109% |
| Returns for 3 years | 2.87 | 4.35 | 66% |
| Returns for 5 years | 1.59 | 4.82 | 33% |
| Returns for 10 years | 27.35 | 28.75 | 95% |
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