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SWSBX vs VSTBX
SWSBX vs VSTBX Comparison
Open Charts SWSBX vs VSTBX
Schwab Short-Term Bond Index
Price$9.61
Change-$0.02 (-0.21%)
VolumeN/A
Net Assets1.47B
Vanguard Short-Term Corp Bd Idx I
Price$26.32
Change-$0.03 (-0.11%)
VolumeN/A
Net Assets41.13B
SWSBX vs VSTBX Comparison Chart in %
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SWSBX vs. VSTBX commentary
Jul 16, 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 SWSBX is a Hold and VSTBX is a Hold.
FUNDAMENTALS
Fundamentals
VSTBX has more cash in the bank: 41.1B vs. SWSBX (1.47B). VSTBX (4.18) and SWSBX (4.04) have matching dividends . SWSBX was incepted earlier than VSTBX: SWSBX (8 years) vs VSTBX (16 years). SWSBX (0.06) is less costly to investors than VSTBX (0.04). VSTBX is a more actively managed with annual turnover of: 69.00 vs. SWSBX (65.00). SWSBX has a lower initial minimum investment than VSTBX: SWSBX (0) vs VSTBX (5000000). VSTBX annual gain was more profitable for investors over the last year : 5.99 vs. SWSBX (5.15). VSTBX return over 5 years is better than : 9.90 vs. SWSBX (4.80).
| SWSBX | VSTBX | SWSBX / VSTBX | |
| Total Expense Ratio | 0.06 | 0.04 | 150% |
| Annual Report Gross Expense Ratio | 0.06 | 0.04 | 150% |
| Fund Existence | 8 years | 16 years | - |
| Gain YTD | 3.133 | 3.550 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.47B | 41.1B | 4% |
| Annual Yield % from dividends | 4.04 | 4.18 | 97% |
| Returns for 1 year | 5.15 | 5.99 | 86% |
| Returns for 3 years | 11.04 | 15.00 | 74% |
| Returns for 5 years | 4.80 | 9.90 | 49% |
| Returns for 10 years | N/A | 29.13 | - |
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