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SWAGX vs VBMFX
SWAGX vs VBMFX Comparison
Open Charts SWAGX vs VBMFX
Schwab US Aggregate Bond Index
Price$8.96
Change+$0.07 (+0.79%)
VolumeN/A
Net Assets5.35B
Vanguard Total Bond Market Index I
Price$9.70
Change+$0.08 (+0.83%)
VolumeN/A
Net Assets359.82B
SWAGX vs VBMFX Comparison Chart in %
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SWAGX vs. VBMFX commentary
Aug 03, 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: 360B vs. SWAGX (5.35B). SWAGX pays higher dividends than VBMFX: SWAGX (4.01) vs VBMFX (3.71). 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 : 3.73 vs. VBMFX (0.00). SWAGX return over 5 years is better than : -4.91 vs. VBMFX (-17.41).
| 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 | 39 years | - |
| Gain YTD | 4.481 | 2.321 | 193% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.35B | 360B | 1% |
| Annual Yield % from dividends | 4.01 | 3.71 | 108% |
| Returns for 1 year | 3.73 | 0.00 | - |
| Returns for 3 years | 6.36 | -3.37 | -189% |
| Returns for 5 years | -4.91 | -17.41 | 28% |
| Returns for 10 years | N/A | -8.70 | - |
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