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RFATX vs VBTIX
RFATX vs VBTIX Comparison
Open Charts RFATX vs VBTIX
Russell Inv Investment Grade Bond S
Price$18.31
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets1.01B
Vanguard Total Bond Market Index I
Price$9.79
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets384.63B
RFATX vs VBTIX Comparison Chart in %
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RFATX vs. VBTIX commentary
Jan 16, 2026
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 RFATX is a Hold and VBTIX is a Hold.
FUNDAMENTALS
Fundamentals
VBTIX has more cash in the bank: 385B vs. RFATX (1.01B). RFATX pays higher dividends than VBTIX: RFATX (5.05) vs VBTIX (3.88). RFATX was incepted earlier than VBTIX: RFATX (18 years) vs VBTIX (30 years). RFATX (0.56) is less costly to investors than VBTIX (0.03). RFATX is a more actively managed with annual turnover of: 77.00 vs. VBTIX (36.00). RFATX has a lower initial minimum investment than VBTIX: RFATX (0) vs VBTIX (5000000). RFATX annual gain was more profitable for investors over the last year : 7.60 vs. VBTIX (3.60). RFATX return over 5 years is better than : -3.62 vs. VBTIX (-14.82).
| RFATX | VBTIX | RFATX / VBTIX | |
| Total Expense Ratio | 0.51 | 0.03 | 2,040% |
| Annual Report Gross Expense Ratio | 0.56 | 0.03 | 2,240% |
| Fund Existence | 18 years | 30 years | - |
| Gain YTD | 0.384 | 0.205 | 187% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.01B | 385B | 0% |
| Annual Yield % from dividends | 5.05 | 3.88 | 130% |
| Returns for 1 year | 7.60 | 3.60 | 211% |
| Returns for 3 years | 11.12 | 0.51 | 2,167% |
| Returns for 5 years | -3.62 | -14.82 | 24% |
| Returns for 10 years | 10.93 | -7.63 | -143% |
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