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SWAGX vs VBMPX
SWAGX vs VBMPX Comparison
Open Charts SWAGX vs VBMPX
Schwab US Aggregate Bond Index
Price$8.76
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets5.29B
Vanguard Total Bond Market Idx InstlPls
Price$9.48
Change+$0.02 (+0.21%)
VolumeN/A
Net Assets352.82B
SWAGX vs VBMPX Comparison Chart
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SWAGX vs. VBMPX 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 VBMPX is a Hold.
FUNDAMENTALS
Fundamentals
VBMPX has more cash in the bank: 353B vs. SWAGX (5.29B). SWAGX (3.93) and VBMPX (3.74) have matching dividends . SWAGX was incepted earlier than VBMPX: SWAGX (8 years) vs VBMPX (15 years). SWAGX (0.04) is less costly to investors than VBMPX (0.02). SWAGX is a more actively managed with annual turnover of: 60.00 vs. VBMPX (36.00). SWAGX has a lower initial minimum investment than VBMPX: SWAGX (0) vs VBMPX (100000000). SWAGX annual gain was more profitable for investors over the last year : 4.03 vs. VBMPX (0.11). SWAGX return over 5 years is better than : -5.83 vs. VBMPX (-17.76).
| SWAGX | VBMPX | SWAGX / VBMPX | |
| Total Expense Ratio | 0.04 | 0.02 | 200% |
| Annual Report Gross Expense Ratio | 0.04 | 0.02 | 200% |
| Fund Existence | 8 years | 15 years | - |
| Gain YTD | 0.988 | -0.211 | -469% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.29B | 353B | 1% |
| Annual Yield % from dividends | 3.93 | 3.74 | 105% |
| Returns for 1 year | 4.03 | 0.11 | 3,805% |
| Returns for 3 years | 3.86 | -5.37 | -72% |
| Returns for 5 years | -5.83 | -17.76 | 33% |
| Returns for 10 years | N/A | -11.13 | - |
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