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SWAGX vs VBMFX
SWAGX vs VBMFX Comparison
Open Charts SWAGX vs VBMFX
Schwab US Aggregate Bond Index
Price$8.76
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets5.29B
Vanguard Total Bond Market Index I
Price$9.48
Change+$0.02 (+0.21%)
VolumeN/A
Net Assets352.82B
SWAGX vs VBMFX Comparison Chart
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SWAGX vs. VBMFX commentary
May 24, 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 SWAGX is a Hold and VBMFX is a Hold.
FUNDAMENTALS
Fundamentals
VBMFX has more cash in the bank: 353B vs. SWAGX (5.29B). SWAGX pays higher dividends than VBMFX: SWAGX (3.93) vs VBMFX (3.62). SWAGX was incepted earlier than VBMFX: SWAGX (8 years) vs VBMFX (38 years). VBMFX (0.15) is less costly to investors than SWAGX (0.04). SWAGX is a more actively managed with annual turnover of: 60.00 vs. VBMFX (36.00). SWAGX has a lower initial minimum investment than VBMFX: SWAGX (0) vs VBMFX (3000). SWAGX annual gain was more profitable for investors over the last year : 4.03 vs. VBMFX (0.11). SWAGX return over 5 years is better than : -5.83 vs. VBMFX (-17.77).
| SWAGX | VBMFX | SWAGX / VBMFX | |
| Total Expense Ratio | 0.04 | 0.15 | 27% |
| Annual Report Gross Expense Ratio | 0.04 | 0.15 | 27% |
| Fund Existence | 8 years | 38 years | - |
| Gain YTD | 0.988 | -0.211 | -469% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.29B | 353B | 1% |
| Annual Yield % from dividends | 3.93 | 3.62 | 108% |
| Returns for 1 year | 4.03 | 0.11 | 3,805% |
| Returns for 3 years | 3.86 | -5.38 | -72% |
| Returns for 5 years | -5.83 | -17.77 | 33% |
| Returns for 10 years | N/A | -11.19 | - |
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