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SWAGX vs VTBSX
SWAGX vs VTBSX Comparison
Open Charts SWAGX vs VTBSX
Schwab US Aggregate Bond Index
Price$8.96
Change+$0.07 (+0.79%)
VolumeN/A
Net Assets5.35B
Vanguard Total Bond Market Idx Instl Sel
Price$9.70
Change+$0.08 (+0.83%)
VolumeN/A
Net Assets359.82B
SWAGX vs VTBSX Comparison Chart in %
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SWAGX vs. VTBSX 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 VTBSX is a Hold.
FUNDAMENTALS
Fundamentals
VTBSX has more cash in the bank: 360B vs. SWAGX (5.35B). SWAGX (4.01) and VTBSX (3.85) have matching dividends . SWAGX was incepted earlier than VTBSX: SWAGX (8 years) vs VTBSX (9 years). SWAGX (0.04) is less costly to investors than VTBSX (0.01). SWAGX is a more actively managed with annual turnover of: 60.00 vs. VTBSX (36.00). SWAGX has a lower initial minimum investment than VTBSX: SWAGX (0) vs VTBSX (3000000000). SWAGX annual gain was more profitable for investors over the last year : 3.73 vs. VTBSX (0.00). SWAGX return over 5 years is better than : -4.91 vs. VTBSX (-17.40).
| SWAGX | VTBSX | SWAGX / VTBSX | |
| Total Expense Ratio | 0.04 | 0.01 | 400% |
| Annual Report Gross Expense Ratio | 0.04 | 0.01 | 400% |
| Fund Existence | 8 years | 9 years | - |
| Gain YTD | 4.481 | 2.321 | 193% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.35B | 360B | 1% |
| Annual Yield % from dividends | 4.01 | 3.85 | 104% |
| Returns for 1 year | 3.73 | 0.00 | - |
| Returns for 3 years | 6.36 | -3.35 | -190% |
| Returns for 5 years | -4.91 | -17.40 | 28% |
| Returns for 10 years | N/A | N/A | - |
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