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.
Key characteristics
| VBAIX | VDIGX | |
|---|---|---|
| YTD Return | 15.51% | 12.88% |
| 1Y Return | 20.42% | 19.97% |
| 3Y Return (Ann) | 2.61% | 6.34% |
| 5Y Return (Ann) | 7.65% | 10.86% |
| 10Y Return (Ann) | 7.72% | 11.06% |
| Sharpe Ratio | 2.58 | 2.46 |
| Sortino Ratio | 3.53 | 3.37 |
| Omega Ratio | 1.50 | 1.44 |
| Calmar Ratio | 2.08 | 4.49 |
| Martin Ratio | 15.89 | 13.45 |
| Ulcer Index | 1.42% | 1.60% |
| Daily Std Dev | 8.75% | 8.74% |
| Max Drawdown | -35.82% | -45.23% |
| Current Drawdown | -0.51% | -2.32% |
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.
Performance
VBAIX vs. VDIGX - Performance Comparison
In the year-to-date period, VBAIX achieves a 15.51% return, which is significantly higher than VDIGX's 12.88% return. Over the past 10 years, VBAIX has underperformed VDIGX with an annualized return of 7.72%, while VDIGX has yielded a comparatively higher 11.06% 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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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%.
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 2.03%, more than VDIGX's 1.63% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VBAIX Vanguard Balanced Index Fund Institutional Shares | 2.03% | 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 | 1.63% | 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) and Vanguard Dividend Growth Fund (VDIGX) have volatilities of 2.46% and 2.44%, 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.