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USGDX vs VBTIX
USGDX vs VBTIX Comparison
Open Charts USGDX vs VBTIX
Morgan Stanley Long Duration Govt Opps I
Price$7.08
Change-$0.09 (-1.26%)
VolumeN/A
CapitalizationN/A
Vanguard Total Bond Market Index I
Price$9.72
Change-$0.04 (-0.41%)
VolumeN/A
CapitalizationN/A
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USGDX vs VBTIX Comparison Chart
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USGDX vs. VBTIX commentary
Oct 18, 2024
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: 343B vs. USGDX (232M). 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). USGDX annual gain was more profitable for investors over the last year : 25.64 vs. VBTIX (7.96). USGDX return over 5 years is better than : -1.97 vs. VBTIX (-11.71).
| 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 | 1.429 | 0.515 | 278% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 232M | 343B | 0% |
| Annual Yield % from dividends | 4.74 | 3.30 | 144% |
| Returns for 1 year | 25.64 | 7.96 | 322% |
| Returns for 3 years | -6.34 | -12.97 | 49% |
| Returns for 5 years | -1.97 | -11.71 | 17% |
| Returns for 10 years | 12.52 | -9.06 | -138% |
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