VBAIX vs. OAKBX

In the year-to-date period, VBAIX achieves a -0.93% return, which is significantly lower than OAKBX's 0.43% return. Over the past 10 years, VBAIX has outperformed OAKBX with an annualized return of 6.77%, while OAKBX has yielded a comparatively lower 2.44% annualized return.

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VBAIX has a 0.06% expense ratio, which is lower than OAKBX's 0.83% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Vanguard Balanced Index Fund Institutional Shares (VBAIX) and Oakmark Equity and Income Fund (OAKBX). 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 VBAIX Sharpe Ratio is 0.32, which is comparable to the OAKBX Sharpe Ratio of 0.40. The chart below compares the historical Sharpe Ratios of VBAIX and OAKBX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VBAIX's dividend yield for the trailing twelve months is around 2.26%, more than OAKBX's 2.11% yield.

The maximum VBAIX drawdown since its inception was -35.82%, roughly equal to the maximum OAKBX drawdown of -37.44%. Use the drawdown chart below to compare losses from any high point for VBAIX and OAKBX. For additional features, visit the drawdowns tool.

The current volatility for Vanguard Balanced Index Fund Institutional Shares (VBAIX) is 3.10%, while Oakmark Equity and Income Fund (OAKBX) has a volatility of 3.43%. This indicates that VBAIX experiences smaller price fluctuations and is considered to be less risky than OAKBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.