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USGDX vs VBTIX
USGDX vs VBTIX Comparison
Open Charts USGDX vs VBTIX
Morgan Stanley Long Duration Govt Opps I
Price$6.71
Change-$0.08 (-1.18%)
VolumeN/A
Net Assets205.04M
Vanguard Total Bond Market Index I
Price$9.56
Change-$0.02 (-0.21%)
VolumeN/A
Net Assets355.25B
USGDX vs VBTIX Comparison Chart
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USGDX vs. VBTIX commentary
Apr 19, 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: 355B vs. USGDX (205M). USGDX pays higher dividends than VBTIX: USGDX (5.18) vs VBTIX (3.71). USGDX was incepted earlier than VBTIX: USGDX (28 years) vs VBTIX (30 years). USGDX (0.91) is less costly to investors than VBTIX (0.03). 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). USGDX annual gain was more profitable for investors over the last year : 10.88 vs. VBTIX (2.36). USGDX return over 5 years is better than : -9.15 vs. VBTIX (-16.75).
| USGDX | VBTIX | USGDX / VBTIX | |
| Total Expense Ratio | 0.49 | 0.03 | 1,960% |
| Annual Report Gross Expense Ratio | 0.91 | 0.03 | 3,640% |
| Fund Existence | 28 years | 30 years | - |
| Gain YTD | 4.214 | 0.844 | 499% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 205M | 355B | 0% |
| Annual Yield % from dividends | 5.18 | 3.71 | 140% |
| Returns for 1 year | 10.88 | 2.36 | 462% |
| Returns for 3 years | -1.80 | -5.41 | 33% |
| Returns for 5 years | -9.15 | -16.75 | 55% |
| Returns for 10 years | 6.08 | -11.75 | -52% |
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