SWAGX Fund Comparisons

SWAGX is shown with FundQuant's current comparable-fund evidence. Current comparable funds include VTBIX, FXNAX, VBMFX. FundQuant is educational research software and does not provide individualized investment advice.

Target Fund

Symbol
SWAGX
Name
Schwab U.S. Aggregate Bond Index Fund
Type
Mutual Fund
Originator
Schwab
Asset class
fixed_income
Net expense ratio
0.04%
AUM
$8.2B

Comparable Funds

FundQuant reviewed 683 active searchable funds, 204 ETFs, 479 mutual funds and returned 3 comparable funds for SWAGX.

  1. VTBIX - Vanguard Total Bond Market II Index Fund (Mutual Fund; Vanguard; fixed_income; Closest Fit; fit score 95)
  2. FXNAX - Fidelity U.S. Bond Index Fund (Mutual Fund; Fidelity; fixed_income; Closest Fit; fit score 94)
  3. VBMFX - Vanguard Total Bond Market Index Fund (Mutual Fund; Vanguard; fixed_income; Closest Fit; fit score 95)

FundQuant is educational research software. It does not provide individualized investment, tax, legal, or financial advice.

https://fundquant.org/funds/SWAGX/comps