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BIGPX vs. VBIAX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

BIGPX vs. VBIAX

Last updated May 12, 2025

Compare and contrast key facts about BlackRock 60/40 Target Allocation Fund Class I (BIGPX) and Vanguard Balanced Index Fund Admiral Shares (VBIAX).

BIGPX is managed by Blackrock. It was launched on Dec 21, 2006. VBIAX is managed by Vanguard. It was launched on Nov 13, 2000.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BIGPX or VBIAX.

Correlation

The correlation between BIGPX and VBIAX is 0.80, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.

Performance

BIGPX vs. VBIAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BlackRock 60/40 Target Allocation Fund Class I (BIGPX) and Vanguard Balanced Index Fund Admiral Shares (VBIAX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Daily Std Dev

BIGPX:

3.63%

VBIAX:

5.24%

Max Drawdown

BIGPX:

-0.33%

VBIAX:

-0.40%

Current Drawdown

BIGPX:

0.00%

VBIAX:

-0.02%

Returns By Period

BIGPX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

VBIAX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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BIGPX vs. VBIAX - Expense Ratio Comparison

BIGPX has a 0.43% expense ratio, which is higher than VBIAX's 0.07% expense ratio.

BIGPX
BlackRock 60/40 Target Allocation Fund Class I
VBIAX
Vanguard Balanced Index Fund Admiral Shares

Risk-Adjusted Performance

BIGPX vs. VBIAX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
BIGPX
The Risk-Adjusted Performance Rank of BIGPX is 3030
Overall Rank
The Sharpe Ratio Rank of BIGPX is 3030
Sharpe Ratio Rank
The Sortino Ratio Rank of BIGPX is 3030
Sortino Ratio Rank
The Omega Ratio Rank of BIGPX is 3030
Omega Ratio Rank
The Calmar Ratio Rank of BIGPX is 3232
Calmar Ratio Rank
The Martin Ratio Rank of BIGPX is 3030
Martin Ratio Rank
VBIAX
The Risk-Adjusted Performance Rank of VBIAX is 5959
Overall Rank
The Sharpe Ratio Rank of VBIAX is 5858
Sharpe Ratio Rank
The Sortino Ratio Rank of VBIAX is 5858
Sortino Ratio Rank
The Omega Ratio Rank of VBIAX is 5858
Omega Ratio Rank
The Calmar Ratio Rank of VBIAX is 6464
Calmar Ratio Rank
The Martin Ratio Rank of VBIAX is 5858
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

BIGPX vs. VBIAX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for BlackRock 60/40 Target Allocation Fund Class I (BIGPX) and Vanguard Balanced Index Fund Admiral Shares (VBIAX). 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.

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Dividends

BIGPX vs. VBIAX - Dividend Comparison

BIGPX's dividend yield for the trailing twelve months is around 2.82%, less than VBIAX's 6.48% yield.

TTM20242023202220212020201920182017201620152014
BIGPX
BlackRock 60/40 Target Allocation Fund Class I		2.82%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
VBIAX
Vanguard Balanced Index Fund Admiral Shares		6.48%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

BIGPX vs. VBIAX - Drawdown Comparison

The maximum BIGPX drawdown since its inception was -0.33%, smaller than the maximum VBIAX drawdown of -0.40%. Use the drawdown chart below to compare losses from any high point for BIGPX and VBIAX. For additional features, visit the drawdowns tool.

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Volatility

BIGPX vs. VBIAX - Volatility Comparison

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