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USGDX vs VBTIX
USGDX vs VBTIX Comparison
Open Charts USGDX vs VBTIX
Morgan Stanley Long Duration Govt Opps I
Price$6.92
Change+$0.05 (+0.73%)
VolumeN/A
Net Assets213.1M
Vanguard Total Bond Market Index I
Price$9.68
Change-$0.03 (-0.31%)
VolumeN/A
Net Assets361.22B
USGDX vs VBTIX Comparison Chart in %
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USGDX vs. VBTIX commentary
Aug 15, 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: 361B vs. USGDX (213M). USGDX pays higher dividends than VBTIX: USGDX (5.34) vs VBTIX (3.83). 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). VBTIX annual gain was more profitable for investors over the last year : -1.12 vs. USGDX (-3.08). USGDX return over 5 years is better than : -7.28 vs. VBTIX (-16.88).
| 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 | 8.592 | 2.004 | 429% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 213M | 361B | 0% |
| Annual Yield % from dividends | 5.34 | 3.83 | 139% |
| Returns for 1 year | -3.08 | -1.12 | 274% |
| Returns for 3 years | 2.90 | -3.37 | -86% |
| Returns for 5 years | -7.28 | -16.88 | 43% |
| Returns for 10 years | 11.33 | -8.93 | -127% |
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