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USGAX vs VBTIX
USGAX vs VBTIX Comparison
Open Charts USGAX vs VBTIX
Morgan Stanley Long Duration Govt Opps A
Price$6.70
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets204.86M
Vanguard Total Bond Market Index I
Price$9.52
Change-$0.04 (-0.42%)
VolumeN/A
Net Assets352.82B
USGAX vs VBTIX Comparison Chart
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USGAX vs. VBTIX commentary
May 13, 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 USGAX is a Hold and VBTIX is a Hold.
FUNDAMENTALS
Fundamentals
VBTIX has more cash in the bank: 353B vs. USGAX (205M). USGAX pays higher dividends than VBTIX: USGAX (4.86) vs VBTIX (3.73). USGAX was incepted earlier than VBTIX: USGAX (28 years) vs VBTIX (30 years). USGAX (1.09) is less costly to investors than VBTIX (0.03). USGAX is a more actively managed with annual turnover of: 520.00 vs. VBTIX (36.00). USGAX has a lower initial minimum investment than VBTIX: USGAX (1000) vs VBTIX (5000000). USGAX annual gain was more profitable for investors over the last year : 6.59 vs. VBTIX (1.38). USGAX return over 5 years is better than : -10.67 vs. VBTIX (-16.39).
| USGAX | VBTIX | USGAX / VBTIX | |
| Total Expense Ratio | 0.85 | 0.03 | 3,400% |
| Annual Report Gross Expense Ratio | 1.09 | 0.03 | 4,360% |
| Fund Existence | 28 years | 30 years | - |
| Gain YTD | 4.390 | 0.844 | 520% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 205M | 353B | 0% |
| Annual Yield % from dividends | 4.86 | 3.73 | 130% |
| Returns for 1 year | 6.59 | 1.38 | 478% |
| Returns for 3 years | -1.54 | -4.08 | 38% |
| Returns for 5 years | -10.67 | -16.39 | 65% |
| Returns for 10 years | 4.02 | -10.12 | -40% |
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