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RILFX vs SWRSX
RILFX vs SWRSX Comparison
Open Charts RILFX vs SWRSX
American Funds Inflation Linked Bd R6
Price$9.83
Change+$0.06 (+0.61%)
VolumeN/A
Net Assets14.09B
Schwab Treasury Infl Protected Secs Idx
Price$10.61
Change+$0.03 (+0.28%)
VolumeN/A
Net Assets2.73B
RILFX vs SWRSX Comparison Chart in %
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RILFX 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 RILFX is a Hold and SWRSX is a Hold.
FUNDAMENTALS
Fundamentals
RILFX has more cash in the bank: 14.1B vs. SWRSX (2.73B). SWRSX pays higher dividends than RILFX: SWRSX (3.49) vs RILFX (2.17). 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 : 5.20 vs. SWRSX (4.89). SWRSX return over 5 years is better than : 6.21 vs. RILFX (3.03).
| 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 | 7.213 | 7.062 | 102% |
| 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 | 2.17 | 3.49 | 62% |
| Returns for 1 year | 5.20 | 4.89 | 106% |
| Returns for 3 years | 6.82 | 8.22 | 83% |
| Returns for 5 years | 3.03 | 6.21 | 49% |
| Returns for 10 years | 30.02 | 31.31 | 96% |
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