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USGDX vs VBTIX
USGDX vs VBTIX Comparison
Open Charts USGDX vs VBTIX
Morgan Stanley Long Duration Govt Opps I
Price$6.40
Change-$0.01 (-0.16%)
VolumeN/A
Net Assets208.26M
Vanguard Total Bond Market Index I
Price$9.44
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets342.04B
USGDX vs VBTIX Comparison Chart
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USGDX vs. VBTIX commentary
Jan 10, 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: 342B vs. USGDX (208M). USGDX pays higher dividends than VBTIX: USGDX (4.74) vs VBTIX (3.30). USGDX was incepted earlier than VBTIX: USGDX (27 years) vs VBTIX (29 years). USGDX is a more actively managed with annual turnover of: 512.00 vs. VBTIX (36.00). USGDX has a lower initial minimum investment than VBTIX: USGDX (1000000) vs VBTIX (5000000). VBTIX annual gain was more profitable for investors over the last year : -1.87 vs. USGDX (-5.73). USGDX return over 5 years is better than : -11.90 vs. VBTIX (-14.76).
| USGDX | VBTIX | USGDX / VBTIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 29 years | - |
| Gain YTD | -1.840 | -0.422 | 436% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 208M | 342B | 0% |
| Annual Yield % from dividends | 4.74 | 3.30 | 144% |
| Returns for 1 year | -5.73 | -1.87 | 306% |
| Returns for 3 years | -13.95 | -14.14 | 99% |
| Returns for 5 years | -11.90 | -14.76 | 81% |
| Returns for 10 years | 0.46 | -12.62 | -4% |
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