VASIX vs. VBIAX
Compare and contrast key facts about Vanguard LifeStrategy Income Fund (VASIX) and Vanguard Balanced Index Fund Admiral Shares (VBIAX).
VASIX is managed by Vanguard. It was launched on Sep 30, 1994. 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: VASIX or VBIAX.
Key characteristics
| VASIX | VBIAX | |
|---|---|---|
| YTD Return | 5.03% | 15.60% |
| 1Y Return | 11.98% | 22.70% |
| 3Y Return (Ann) | -0.43% | 2.63% |
| 5Y Return (Ann) | 2.15% | 7.75% |
| 10Y Return (Ann) | 3.27% | 7.72% |
| Sharpe Ratio | 2.34 | 2.59 |
| Sortino Ratio | 3.57 | 3.53 |
| Omega Ratio | 1.43 | 1.50 |
| Calmar Ratio | 0.97 | 1.82 |
| Martin Ratio | 12.66 | 15.91 |
| Ulcer Index | 0.95% | 1.42% |
| Daily Std Dev | 5.13% | 8.75% |
| Max Drawdown | -18.17% | -35.90% |
| Current Drawdown | -1.84% | -0.43% |
Correlation
The correlation between VASIX 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
VASIX vs. VBIAX - Performance Comparison
In the year-to-date period, VASIX achieves a 5.03% return, which is significantly lower than VBIAX's 15.60% return. Over the past 10 years, VASIX has underperformed VBIAX with an annualized return of 3.27%, while VBIAX has yielded a comparatively higher 7.72% annualized return. 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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VASIX vs. VBIAX - Expense Ratio Comparison
VASIX has a 0.11% expense ratio, which is higher than VBIAX's 0.07% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
VASIX vs. VBIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard LifeStrategy Income Fund (VASIX) 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
VASIX vs. VBIAX - Dividend Comparison
VASIX's dividend yield for the trailing twelve months is around 3.54%, more than VBIAX's 2.02% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VASIX Vanguard LifeStrategy Income Fund | 3.54% | 3.18% | 2.03% | 2.08% | 1.72% | 2.71% | 2.78% | 2.28% | 2.20% | 2.17% | 2.08% | 1.99% |
VBIAX Vanguard Balanced Index Fund Admiral Shares | 2.02% | 2.04% | 1.93% | 1.39% | 1.66% | 2.12% | 2.32% | 1.95% | 2.09% | 2.09% | 1.92% | 1.85% |
Drawdowns
VASIX vs. VBIAX - Drawdown Comparison
The maximum VASIX drawdown since its inception was -18.17%, smaller than the maximum VBIAX drawdown of -35.90%. Use the drawdown chart below to compare losses from any high point for VASIX and VBIAX. For additional features, visit the drawdowns tool.
Volatility
VASIX vs. VBIAX - Volatility Comparison
The current volatility for Vanguard LifeStrategy Income Fund (VASIX) is 1.39%, while Vanguard Balanced Index Fund Admiral Shares (VBIAX) has a volatility of 2.47%. This indicates that VASIX experiences smaller price fluctuations and is considered to be less risky than VBIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.