CBALX vs. VBIAX

In the year-to-date period, CBALX achieves a 1.83% return, which is significantly higher than VBIAX's 1.63% return. Both investments have delivered pretty close results over the past 10 years, with CBALX having a 8.36% annualized return and VBIAX not far behind at 8.08%.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

CBALX has a 0.67% expense ratio, which is higher than VBIAX's 0.07% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Columbia Balanced Fund (CBALX) 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.

The current CBALX Sharpe Ratio is 0.79, which is comparable to the VBIAX Sharpe Ratio of 0.91. The chart below compares the historical Sharpe Ratios of CBALX and VBIAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

CBALX's dividend yield for the trailing twelve months is around 7.72%, less than VBIAX's 8.23% yield.

The maximum CBALX drawdown since its inception was -34.53%, roughly equal to the maximum VBIAX drawdown of -35.90%. Use the drawdown chart below to compare losses from any high point for CBALX and VBIAX.

Columbia Balanced Fund (CBALX) and Vanguard Balanced Index Fund Admiral Shares (VBIAX) have volatilities of 3.03% and 3.10%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.