VBAIX vs. VDIGX
Compare and contrast key facts about Vanguard Balanced Index Fund Institutional Shares (VBAIX) and Vanguard Dividend Growth Fund (VDIGX).
VBAIX is managed by Vanguard. It was launched on Dec 1, 2000. VDIGX is managed by Vanguard. It was launched on May 15, 1992.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VBAIX or VDIGX.
Performance
VBAIX vs. VDIGX - Performance Comparison
Returns By Period
In the year-to-date period, VBAIX achieves a 14.80% return, which is significantly higher than VDIGX's 10.96% return. Over the past 10 years, VBAIX has underperformed VDIGX with an annualized return of 7.58%, while VDIGX has yielded a comparatively higher 10.71% annualized return.
VBAIX
14.80%
0.78%
8.73%
18.88%
7.52%
7.58%
VDIGX
10.96%
-3.15%
4.38%
16.36%
10.60%
10.71%
Key characteristics
| VBAIX | VDIGX | |
|---|---|---|
| Sharpe Ratio | 2.17 | 1.93 |
| Sortino Ratio | 2.94 | 2.66 |
| Omega Ratio | 1.41 | 1.34 |
| Calmar Ratio | 1.83 | 3.52 |
| Martin Ratio | 13.03 | 10.03 |
| Ulcer Index | 1.43% | 1.68% |
| Daily Std Dev | 8.63% | 8.73% |
| Max Drawdown | -35.82% | -45.23% |
| Current Drawdown | -1.12% | -3.98% |
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VBAIX vs. VDIGX - Expense Ratio Comparison
VBAIX has a 0.06% expense ratio, which is lower than VDIGX's 0.27% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Correlation
The correlation between VBAIX and VDIGX is 0.86, 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.
Risk-Adjusted Performance
VBAIX vs. VDIGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Balanced Index Fund Institutional Shares (VBAIX) and Vanguard Dividend Growth Fund (VDIGX). 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
VBAIX vs. VDIGX - Dividend Comparison
VBAIX's dividend yield for the trailing twelve months is around 2.04%, more than VDIGX's 1.66% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VBAIX Vanguard Balanced Index Fund Institutional Shares | 2.04% | 2.05% | 1.94% | 1.39% | 1.66% | 2.13% | 2.32% | 1.96% | 2.10% | 2.10% | 1.93% | 1.85% |
VDIGX Vanguard Dividend Growth Fund | 1.66% | 1.69% | 1.67% | 1.46% | 1.62% | 1.72% | 2.15% | 1.92% | 1.92% | 1.93% | 1.91% | 1.80% |
Drawdowns
VBAIX vs. VDIGX - Drawdown Comparison
The maximum VBAIX drawdown since its inception was -35.82%, smaller than the maximum VDIGX drawdown of -45.23%. Use the drawdown chart below to compare losses from any high point for VBAIX and VDIGX. For additional features, visit the drawdowns tool.
Volatility
VBAIX vs. VDIGX - Volatility Comparison
Vanguard Balanced Index Fund Institutional Shares (VBAIX) has a higher volatility of 2.61% compared to Vanguard Dividend Growth Fund (VDIGX) at 2.36%. This indicates that VBAIX's price experiences larger fluctuations and is considered to be riskier than VDIGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.