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USGAX vs VBTIX
USGAX vs VBTIX Comparison
Open Charts USGAX vs VBTIX
Morgan Stanley Long Duration Govt Opps A
Price$6.54
Change-$0.10 (-1.51%)
VolumeN/A
Net Assets206.12M
Vanguard Total Bond Market Index I
Price$9.52
Change-$0.05 (-0.52%)
VolumeN/A
Net Assets352.01B
USGAX vs VBTIX Comparison Chart
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USGAX vs. VBTIX commentary
Jun 07, 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: 352B vs. USGAX (206M). USGAX pays higher dividends than VBTIX: USGAX (5.07) vs VBTIX (3.81). 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 : 1.01 vs. VBTIX (0.42). USGAX return over 5 years is better than : -10.97 vs. VBTIX (-16.52).
| 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 | 3.913 | 0.949 | 412% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 206M | 352B | 0% |
| Annual Yield % from dividends | 5.07 | 3.81 | 133% |
| Returns for 1 year | 1.01 | 0.42 | 242% |
| Returns for 3 years | -2.18 | -4.18 | 52% |
| Returns for 5 years | -10.97 | -16.52 | 66% |
| Returns for 10 years | 4.20 | -9.18 | -46% |
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