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VBTIX vs WATFX
VBTIX vs WATFX Comparison
Open Charts VBTIX vs WATFX
Vanguard Total Bond Market Index I
Price$9.70
Change+$0.05 (+0.52%)
VolumeN/A
Net Assets361.22B
Western Asset Core Bond I
Price$10.65
Change+$0.06 (+0.57%)
VolumeN/A
Net Assets2B
VBTIX vs WATFX Comparison Chart in %
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VBTIX vs. WATFX commentary
Aug 26, 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 VBTIX is a Hold and WATFX is a Sell.
FUNDAMENTALS
Fundamentals
VBTIX has more cash in the bank: 361B vs. WATFX (2B). WATFX pays higher dividends than VBTIX: WATFX (4.63) vs VBTIX (3.83). VBTIX was incepted earlier than WATFX: VBTIX (30 years) vs WATFX (35 years). WATFX (0.56) is less costly to investors than VBTIX (0.03). WATFX is a more actively managed with annual turnover of: 85.00 vs. VBTIX (36.00). WATFX has a lower initial minimum investment than VBTIX: WATFX (1000000) vs VBTIX (5000000). WATFX annual gain was more profitable for investors over the last year : 3.37 vs. VBTIX (-0.92). WATFX return over 5 years is better than : -8.32 vs. VBTIX (-16.83).
| VBTIX | WATFX | VBTIX / WATFX | |
| Total Expense Ratio | 0.03 | 0.45 | 6% |
| Annual Report Gross Expense Ratio | 0.03 | 0.56 | 4% |
| Fund Existence | 30 years | 35 years | - |
| Gain YTD | 2.321 | 5.201 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 361B | 2B | 18,023% |
| Annual Yield % from dividends | 3.83 | 4.63 | 83% |
| Returns for 1 year | -0.92 | 3.37 | -27% |
| Returns for 3 years | -1.70 | 8.17 | -21% |
| Returns for 5 years | -16.83 | -8.32 | 202% |
| Returns for 10 years | -8.82 | 17.76 | -50% |
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