SFAAX vs. VBIAX
Compare and contrast key facts about Allspring Index Asset Allocation Fund (SFAAX) and Vanguard Balanced Index Fund Admiral Shares (VBIAX).
SFAAX is managed by Allspring Global Investments. It was launched on Nov 12, 1986. 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: SFAAX or VBIAX.
Correlation
The correlation between SFAAX 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
SFAAX vs. VBIAX - Performance Comparison
Key characteristics
SFAAX:
0.28
VBIAX:
1.96
SFAAX:
0.39
VBIAX:
2.72
SFAAX:
1.08
VBIAX:
1.36
SFAAX:
0.24
VBIAX:
3.55
SFAAX:
0.74
VBIAX:
10.77
SFAAX:
5.25%
VBIAX:
1.55%
SFAAX:
13.99%
VBIAX:
8.48%
SFAAX:
-50.10%
VBIAX:
-35.90%
SFAAX:
-12.30%
VBIAX:
-0.31%
Returns By Period
In the year-to-date period, SFAAX achieves a 2.41% return, which is significantly lower than VBIAX's 3.01% return. Over the past 10 years, SFAAX has underperformed VBIAX with an annualized return of 3.60%, while VBIAX has yielded a comparatively higher 8.30% annualized return.
SFAAX
2.41%
1.99%
-5.44%
2.68%
1.84%
3.60%
VBIAX
3.01%
2.23%
6.56%
15.09%
8.14%
8.30%
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SFAAX vs. VBIAX - Expense Ratio Comparison
SFAAX has a 1.08% expense ratio, which is higher than VBIAX's 0.07% expense ratio.
Risk-Adjusted Performance
SFAAX vs. VBIAX — Risk-Adjusted Performance Rank
SFAAX
VBIAX
SFAAX vs. VBIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Allspring Index Asset Allocation Fund (SFAAX) 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
SFAAX vs. VBIAX - Dividend Comparison
SFAAX's dividend yield for the trailing twelve months is around 1.06%, less than VBIAX's 5.11% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SFAAX Allspring Index Asset Allocation Fund | 1.06% | 1.09% | 0.98% | 0.72% | 0.34% | 0.82% | 1.06% | 0.77% | 0.69% | 0.75% | 0.76% | 1.28% |
VBIAX Vanguard Balanced Index Fund Admiral Shares | 5.11% | 5.27% | 4.35% | 2.83% | 3.19% | 2.65% | 2.12% | 2.32% | 1.95% | 2.09% | 2.09% | 1.92% |
Drawdowns
SFAAX vs. VBIAX - Drawdown Comparison
The maximum SFAAX drawdown since its inception was -50.10%, which is greater than VBIAX's maximum drawdown of -35.90%. Use the drawdown chart below to compare losses from any high point for SFAAX and VBIAX. For additional features, visit the drawdowns tool.
Volatility
SFAAX vs. VBIAX - Volatility Comparison
Allspring Index Asset Allocation Fund (SFAAX) and Vanguard Balanced Index Fund Admiral Shares (VBIAX) have volatilities of 2.03% and 2.09%, 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.