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USGCX vs VBTIX
USGCX vs VBTIX Comparison
Open Charts USGCX vs VBTIX
Morgan Stanley Long Duration Govt Opps L
Price$7.05
Change-$0.17 (-2.35%)
VolumeN/A
Net Assets218.74M
Vanguard Total Bond Market Index I
Price$9.62
Change-$0.11 (-1.13%)
VolumeN/A
Net Assets354.91B
USGCX vs VBTIX Comparison Chart
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USGCX vs. VBTIX commentary
Apr 08, 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 USGCX is a Hold and VBTIX is a Hold.
FUNDAMENTALS
Fundamentals
VBTIX has more cash in the bank: 355B vs. USGCX (219M). USGCX pays higher dividends than VBTIX: USGCX (4.56) vs VBTIX (3.71). USGCX was incepted earlier than VBTIX: USGCX (28 years) vs VBTIX (30 years). USGCX (1.46) is less costly to investors than VBTIX (0.03). USGCX is a more actively managed with annual turnover of: 512.00 vs. VBTIX (36.00). USGCX has a lower initial minimum investment than VBTIX: USGCX (1000) vs VBTIX (5000000). USGCX annual gain was more profitable for investors over the last year : 10.74 vs. VBTIX (2.42). USGCX return over 5 years is better than : -5.70 vs. VBTIX (-14.23).
| USGCX | VBTIX | USGCX / VBTIX | |
| Total Expense Ratio | 1.12 | 0.03 | 4,480% |
| Annual Report Gross Expense Ratio | 1.46 | 0.03 | 5,840% |
| Fund Existence | 28 years | 30 years | - |
| Gain YTD | 11.104 | 2.637 | 421% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219M | 355B | 0% |
| Annual Yield % from dividends | 4.56 | 3.71 | 123% |
| Returns for 1 year | 10.74 | 2.42 | 444% |
| Returns for 3 years | 1.34 | -5.77 | -23% |
| Returns for 5 years | -5.70 | -14.23 | 40% |
| Returns for 10 years | 6.36 | -10.26 | -62% |
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