SWAGX
Price
$8.90
Change
-$0.03 (-0.34%)
Updated
Jul 3 closing price
Net Assets
5.38B
VBMFX
Price
$9.63
Change
-$0.03 (-0.31%)
Updated
Jul 3 closing price
Net Assets
352.01B
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SWAGX vs VBMFX

Header iconSWAGX vs VBMFX Comparison
Open Charts SWAGX vs VBMFXBanner chart's image
Schwab US Aggregate Bond Index
Price$8.90
Change-$0.03 (-0.34%)
VolumeN/A
Net Assets5.38B
Vanguard Total Bond Market Index I
Price$9.63
Change-$0.03 (-0.31%)
VolumeN/A
Net Assets352.01B
SWAGX vs VBMFX Comparison Chart in %
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SWAGX vs. VBMFX commentary
Jul 07, 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.

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FUNDAMENTALS
Fundamentals
VBMFX has more cash in the bank: 352B vs. SWAGX (5.38B). SWAGX pays higher dividends than VBMFX: SWAGX (3.97) vs VBMFX (3.67). SWAGX was incepted earlier than VBMFX: SWAGX (8 years) vs VBMFX (39 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 : 5.25 vs. VBMFX (1.37). SWAGX return over 5 years is better than : -4.73 vs. VBMFX (-17.01).
SWAGXVBMFXSWAGX / VBMFX
Total Expense Ratio0.040.1527%
Annual Report Gross Expense Ratio0.040.1527%
Fund Existence8 years39 years-
Gain YTD3.4241.582216%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets5.38B352B2%
Annual Yield % from dividends3.973.67108%
Returns for 1 year5.251.37383%
Returns for 3 years6.41-3.20-200%
Returns for 5 years-4.73-17.0128%
Returns for 10 yearsN/A-9.00-
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