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USGDX vs VBTIX
USGDX vs VBTIX Comparison
Open Charts USGDX vs VBTIX
Morgan Stanley Long Duration Govt Opps I
Price$6.82
Change-$0.03 (-0.44%)
VolumeN/A
Net Assets210.98M
Vanguard Total Bond Market Index I
Price$9.64
Change-$0.03 (-0.31%)
VolumeN/A
Net Assets352.01B
USGDX vs VBTIX Comparison Chart in %
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USGDX vs. VBTIX commentary
Jun 29, 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 USGDX is a Hold and VBTIX is a Hold.
FUNDAMENTALS
Fundamentals
VBTIX has more cash in the bank: 352B vs. USGDX (211M). USGDX pays higher dividends than VBTIX: USGDX (5.42) vs VBTIX (3.81). USGDX was incepted earlier than VBTIX: USGDX (28 years) vs VBTIX (30 years). USGDX (0.82) is less costly to investors than VBTIX (0.03). USGDX is a more actively managed with annual turnover of: 520.00 vs. VBTIX (36.00). USGDX has a lower initial minimum investment than VBTIX: USGDX (1000000) vs VBTIX (5000000). USGDX annual gain was more profitable for investors over the last year : 4.29 vs. VBTIX (1.26). USGDX return over 5 years is better than : -8.31 vs. VBTIX (-16.85).
| USGDX | VBTIX | USGDX / VBTIX | |
| Total Expense Ratio | 0.49 | 0.03 | 1,960% |
| Annual Report Gross Expense Ratio | 0.82 | 0.03 | 3,280% |
| Fund Existence | 28 years | 30 years | - |
| Gain YTD | 6.888 | 1.688 | 408% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 211M | 352B | 0% |
| Annual Yield % from dividends | 5.42 | 3.81 | 142% |
| Returns for 1 year | 4.29 | 1.26 | 340% |
| Returns for 3 years | 3.28 | -1.51 | -218% |
| Returns for 5 years | -8.31 | -16.85 | 49% |
| Returns for 10 years | 10.22 | -8.69 | -118% |
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