BAIPX vs SWRSX

Both BAIPX and SWRSX are mutual funds. BAIPX has a lower 5-year return than SWRSX (2.72% vs 3.56%). BAIPX has a higher expense ratio than SWRSX (0.36% vs 0.05%). Below is the comparison between BAIPX and SWRSX.

BAIPX SWRSX
Security Type Mutual fund Mutual fund
Segment Taxable Fixed Income: Inflation-Protected Bond Taxable Fixed Income: Inflation-Protected Bond
Family BlackRock Schwab Funds
Net Assets $2.00M $2.87B
Expense Ratio 0.36% 0.05%
Management Style passive (index-based) passive (index-based)
Dividend Yield 5.42% 5.06%
Minimum Investment $1,000.00 $1,000.00
YTD Return -0.51% -6.35%
1-Year Return 0.20% -3.01%
3-Year Return 3.77% 4.76%
5-Year Return 2.72% 3.56%
10-Year Return N/A 1.88%

BAIPX

BAIPX description

The Fund seeks to track the investment results of the Underlying Index, which measures the performance of inflation-protected public obligations of the U.S. Treasury that have a remaining maturity of less than five years. The Fund generally invests at least 90% of its assets in securities of the Underlying Index.

BAIPX performance & returns
YTD Return -0.51%
1-Month Return 0.05%
3-Month Return 0.20%
1-Year Return 0.20%
3-Year Return 3.77%
5-Year Return 2.72%
10-Year Return N/A
BAIPX expense ratio is 0.36%.

BAIPX holdings

Top 10 Holdings (24.84% of Total Assets)

Name Symbol % Assets
United States Treasury Notes 0.25% N/A 6.42%
United States Treasury Notes 0.12% N/A 6.32%
United States Treasury Notes 0.38% N/A 6.20%
United States Treasury Notes 0.62% N/A 5.90%

BAIPX pros

The following are BAIPX strengths from our perspective:

  • BAIPX 3-year return is 3.77%, which is in line with the 3-year return of the benchmark index (Bloomberg US TIPS 0-5 Year TR USD), 4.17%.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

BAIPX cons

The following are BAIPX weaknesses from our perspective:

  • BAIPX net assets are $2.00 million. This fund is not a popular choice with retail investors.
  • BAIPX 5-year return is 2.72%, which is lower than the 5-year return of the benchmark index (Bloomberg US TIPS 0-5 Year TR USD), 3.11%.

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SWRSX

SWRSX description

The Fund seeks to provide total return and inflation protection. The Fund will typically invest 80% of its net assets in inflation-protected securities. The Fund may invest in inflation-protected fixed income securities of any type, including those issued by the U.S. Government and its agencies.

SWRSX performance & returns
YTD Return -6.35%
1-Month Return -1.69%
3-Month Return -3.01%
1-Year Return -3.01%
3-Year Return 4.76%
5-Year Return 3.56%
10-Year Return 1.88%
SWRSX expense ratio is 0.05%.

SWRSX holdings

Top 10 Holdings (13.66% of Total Assets)

Name Symbol % Assets
United States Treasury Notes 0.62% N/A 3.60%
United States Treasury Notes 0.25% N/A 3.50%
United States Treasury Notes 0.38% N/A 3.36%
United States Treasury Notes 0.12% N/A 3.20%

SWRSX pros

The following are SWRSX strengths from our perspective:

  • SWRSX 3-year return is 4.76%, which is in line with the 3-year return of the benchmark index (Bloomberg US Treasury US TIPS TR USD), 4.83%.
  • SWRSX 5-year return is 3.56%, which is in line with the 5-year return of the benchmark index (Bloomberg US Treasury US TIPS TR USD), 3.63%.
  • SWRSX 10-year return is 1.88%, which is in line with the 10-year return of the benchmark index (Bloomberg US Treasury US TIPS TR USD), 2.01%.
  • SWRSX 15-year return is 3.79%, which is in line with the 15-year return of the benchmark index (Bloomberg US Treasury US TIPS TR USD), 4.1%.
  • SWRSX expense ratio is 0.05%, which is considered low. Nice job picking a low-cost fund.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

SWRSX cons

None that we could think of.

Other relevant SWRSX comparisons

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Or use Finny's Comparison Tool to create a comparison you'd like to see.
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