VBAIX vs. AMBFX
Compare and contrast key facts about Vanguard Balanced Index Fund Institutional Shares (VBAIX) and American Funds American Balanced Fund® Class F-2 (AMBFX).
VBAIX is managed by Vanguard. It was launched on Dec 1, 2000. AMBFX is managed by American Funds. It was launched on Aug 5, 2008.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VBAIX or AMBFX.
Correlation
The correlation between VBAIX and AMBFX is 0.95, 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
VBAIX vs. AMBFX - Performance Comparison
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Key characteristics
VBAIX:
0.70
AMBFX:
0.44
VBAIX:
1.12
AMBFX:
0.71
VBAIX:
1.16
AMBFX:
1.10
VBAIX:
0.70
AMBFX:
0.45
VBAIX:
2.70
AMBFX:
1.41
VBAIX:
3.36%
AMBFX:
4.22%
VBAIX:
12.22%
AMBFX:
12.66%
VBAIX:
-35.82%
AMBFX:
-33.83%
VBAIX:
-3.49%
AMBFX:
-4.74%
Returns By Period
In the year-to-date period, VBAIX achieves a -0.28% return, which is significantly lower than AMBFX's 2.06% return. Over the past 10 years, VBAIX has outperformed AMBFX with an annualized return of 7.86%, while AMBFX has yielded a comparatively lower 5.37% annualized return.
VBAIX
-0.28%
5.72%
-1.49%
8.55%
9.35%
7.86%
AMBFX
2.06%
4.71%
-3.28%
5.56%
7.64%
5.37%
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VBAIX vs. AMBFX - Expense Ratio Comparison
VBAIX has a 0.06% expense ratio, which is lower than AMBFX's 0.35% expense ratio.
Risk-Adjusted Performance
VBAIX vs. AMBFX — Risk-Adjusted Performance Rank
VBAIX
AMBFX
VBAIX vs. AMBFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Balanced Index Fund Institutional Shares (VBAIX) and American Funds American Balanced Fund® Class F-2 (AMBFX). 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
VBAIX vs. AMBFX - Dividend Comparison
VBAIX's dividend yield for the trailing twelve months is around 5.00%, less than AMBFX's 7.28% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VBAIX Vanguard Balanced Index Fund Institutional Shares | 5.00% | 5.28% | 4.36% | 2.84% | 3.20% | 2.65% | 2.29% | 2.33% | 1.96% | 2.10% | 2.10% | 1.93% |
AMBFX American Funds American Balanced Fund® Class F-2 | 7.28% | 7.40% | 2.57% | 2.52% | 4.50% | 4.56% | 4.19% | 6.39% | 5.58% | 4.46% | 6.28% | 8.47% |
Drawdowns
VBAIX vs. AMBFX - Drawdown Comparison
The maximum VBAIX drawdown since its inception was -35.82%, which is greater than AMBFX's maximum drawdown of -33.83%. Use the drawdown chart below to compare losses from any high point for VBAIX and AMBFX. For additional features, visit the drawdowns tool.
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Volatility
VBAIX vs. AMBFX - Volatility Comparison
Vanguard Balanced Index Fund Institutional Shares (VBAIX) has a higher volatility of 3.78% compared to American Funds American Balanced Fund® Class F-2 (AMBFX) at 3.36%. This indicates that VBAIX's price experiences larger fluctuations and is considered to be riskier than AMBFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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