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SWAGX vs VBTIX
SWAGX vs VBTIX Comparison
Open Charts SWAGX vs VBTIX
Schwab US Aggregate Bond Index
Price$8.91
Change+$0.03 (+0.34%)
VolumeN/A
Net Assets5.35B
Vanguard Total Bond Market Index I
Price$9.64
Change+$0.03 (+0.31%)
VolumeN/A
Net Assets352.01B
SWAGX vs VBTIX Comparison Chart in %
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SWAGX vs. VBTIX commentary
Jun 25, 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 VBTIX is a Hold.
FUNDAMENTALS
Fundamentals
VBTIX has more cash in the bank: 352B vs. SWAGX (5.35B). SWAGX (3.99) and VBTIX (3.81) have matching dividends . SWAGX was incepted earlier than VBTIX: SWAGX (8 years) vs VBTIX (30 years). SWAGX (0.04) is less costly to investors than VBTIX (0.03). SWAGX is a more actively managed with annual turnover of: 60.00 vs. VBTIX (36.00). SWAGX has a lower initial minimum investment than VBTIX: SWAGX (0) vs VBTIX (5000000). SWAGX annual gain was more profitable for investors over the last year : 4.39 vs. VBTIX (0.63). SWAGX return over 5 years is better than : -4.72 vs. VBTIX (-16.89).
| SWAGX | VBTIX | SWAGX / VBTIX | |
| Total Expense Ratio | 0.04 | 0.03 | 160% |
| Annual Report Gross Expense Ratio | 0.04 | 0.03 | 160% |
| Fund Existence | 8 years | 30 years | - |
| Gain YTD | 2.855 | 1.371 | 208% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.35B | 352B | 2% |
| Annual Yield % from dividends | 3.99 | 3.81 | 105% |
| Returns for 1 year | 4.39 | 0.63 | 699% |
| Returns for 3 years | 7.42 | -2.21 | -336% |
| Returns for 5 years | -4.72 | -16.89 | 28% |
| Returns for 10 years | N/A | -8.46 | - |
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