CBALX vs. VBIAX
Compare and contrast key facts about Columbia Balanced Fund (CBALX) and Vanguard Balanced Index Fund Admiral Shares (VBIAX).
CBALX is managed by Columbia Threadneedle. It was launched on Sep 30, 1991. 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: CBALX or VBIAX.
Correlation
The correlation between CBALX and VBIAX is 0.97, 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
CBALX vs. VBIAX - Performance Comparison
Key characteristics
CBALX:
0.84
VBIAX:
1.73
CBALX:
1.08
VBIAX:
2.40
CBALX:
1.17
VBIAX:
1.31
CBALX:
0.97
VBIAX:
3.13
CBALX:
2.72
VBIAX:
9.49
CBALX:
3.11%
VBIAX:
1.55%
CBALX:
10.10%
VBIAX:
8.51%
CBALX:
-35.45%
VBIAX:
-35.90%
CBALX:
-5.65%
VBIAX:
-1.40%
Returns By Period
In the year-to-date period, CBALX achieves a 2.52% return, which is significantly higher than VBIAX's 1.88% return. Over the past 10 years, CBALX has underperformed VBIAX with an annualized return of 5.15%, while VBIAX has yielded a comparatively higher 8.10% annualized return.
CBALX
2.52%
0.21%
-1.60%
7.10%
4.81%
5.15%
VBIAX
1.88%
-0.46%
4.06%
13.42%
7.99%
8.10%
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CBALX vs. VBIAX - Expense Ratio Comparison
CBALX has a 0.67% expense ratio, which is higher than VBIAX's 0.07% expense ratio.
Risk-Adjusted Performance
CBALX vs. VBIAX — Risk-Adjusted Performance Rank
CBALX
VBIAX
CBALX vs. VBIAX - Risk-Adjusted Performance Comparison
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.
Dividends
CBALX vs. VBIAX - Dividend Comparison
CBALX's dividend yield for the trailing twelve months is around 2.11%, less than VBIAX's 5.17% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CBALX Columbia Balanced Fund | 2.11% | 2.16% | 1.84% | 1.51% | 0.86% | 1.25% | 1.69% | 1.74% | 1.29% | 1.26% | 2.12% | 1.09% |
VBIAX Vanguard Balanced Index Fund Admiral Shares | 5.17% | 5.27% | 4.35% | 2.83% | 3.19% | 2.65% | 2.12% | 2.32% | 1.95% | 2.09% | 2.09% | 1.92% |
Drawdowns
CBALX vs. VBIAX - Drawdown Comparison
The maximum CBALX drawdown since its inception was -35.45%, 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. For additional features, visit the drawdowns tool.
Volatility
CBALX vs. VBIAX - Volatility Comparison
Columbia Balanced Fund (CBALX) and Vanguard Balanced Index Fund Admiral Shares (VBIAX) have volatilities of 2.09% and 2.18%, 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.