BEGBX vs. SWAGX
Compare and contrast key facts about American Century International Bond Fund (BEGBX) and Schwab U.S. Aggregate Bond Index Fund (SWAGX).
BEGBX is managed by American Century Investments. It was launched on Jan 6, 1992. SWAGX is managed by Charles Schwab.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BEGBX or SWAGX.
Key characteristics
| BEGBX | SWAGX |
|---|
Correlation
The correlation between BEGBX and SWAGX is 0.49, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
BEGBX vs. SWAGX - Performance Comparison
The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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BEGBX vs. SWAGX - Expense Ratio Comparison
BEGBX has a 0.80% expense ratio, which is higher than SWAGX's 0.04% expense ratio.
Risk-Adjusted Performance
BEGBX vs. SWAGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century International Bond Fund (BEGBX) and Schwab U.S. Aggregate Bond Index Fund (SWAGX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
BEGBX vs. SWAGX - Dividend Comparison
BEGBX has not paid dividends to shareholders, while SWAGX's dividend yield for the trailing twelve months is around 3.54%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BEGBX American Century International Bond Fund | 100.00% | 0.00% | 0.00% | 0.77% | 1.62% | 0.00% | 2.82% | 0.35% | 0.00% | 2.11% | 2.36% | 0.23% |
SWAGX Schwab U.S. Aggregate Bond Index Fund | 3.54% | 3.21% | 2.57% | 2.07% | 2.47% | 2.88% | 2.80% | 1.98% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
BEGBX vs. SWAGX - Drawdown Comparison
Volatility
BEGBX vs. SWAGX - Volatility Comparison
The current volatility for American Century International Bond Fund (BEGBX) is 0.00%, while Schwab U.S. Aggregate Bond Index Fund (SWAGX) has a volatility of 1.36%. This indicates that BEGBX experiences smaller price fluctuations and is considered to be less risky than SWAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.