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.
Performance
VBAIX vs. VDIGX - Performance Comparison
Loading graphics...
VBAIX vs. VDIGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VBAIX Vanguard Balanced Index Fund Institutional Shares | -4.19% | 13.60% | 17.78% | 17.55% | -16.87% | 14.20% | 16.40% | 21.79% | -2.83% | 13.86% |
VDIGX Vanguard Dividend Growth Fund | -6.99% | 11.11% | 20.84% | 8.11% | -4.89% | 24.86% | 12.04% | 30.94% | 0.08% | 19.32% |
Returns By Period
In the year-to-date period, VBAIX achieves a -4.19% return, which is significantly higher than VDIGX's -6.99% return. Over the past 10 years, VBAIX has underperformed VDIGX with an annualized return of 9.08%, while VDIGX has yielded a comparatively higher 11.31% annualized return.
VBAIX
- 1D
- -0.08%
- 1M
- -5.44%
- YTD
- -4.19%
- 6M
- -2.39%
- 1Y
- 10.88%
- 3Y*
- 12.60%
- 5Y*
- 6.93%
- 10Y*
- 9.08%
VDIGX
- 1D
- 0.14%
- 1M
- -8.69%
- YTD
- -6.99%
- 6M
- -4.14%
- 1Y
- 0.66%
- 3Y*
- 10.48%
- 5Y*
- 8.98%
- 10Y*
- 11.31%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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%.
Return for Risk
VBAIX vs. VDIGX — Risk / Return Rank
VBAIX
VDIGX
VBAIX vs. VDIGX - Risk-Adjusted Trends 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.
| VBAIX | VDIGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.01 | 0.12 | +0.88 |
Sortino ratioReturn per unit of downside risk | 1.50 | 0.29 | +1.21 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.04 | +0.18 |
Calmar ratioReturn relative to maximum drawdown | 1.31 | 0.30 | +1.01 |
Martin ratioReturn relative to average drawdown | 6.21 | 1.17 | +5.04 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| VBAIX | VDIGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.01 | 0.12 | +0.88 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.63 | 0.65 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.81 | 0.72 | +0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.60 | +0.02 |
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.
Dividends
VBAIX vs. VDIGX - Dividend Comparison
VBAIX's dividend yield for the trailing twelve months is around 5.86%, less than VDIGX's 26.40% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VBAIX Vanguard Balanced Index Fund Institutional Shares | 5.86% | 6.01% | 8.01% | 4.36% | 2.84% | 3.20% | 2.65% | 2.29% | 2.33% | 1.96% | 2.10% | 2.10% |
VDIGX Vanguard Dividend Growth Fund | 26.40% | 21.90% | 21.94% | 2.29% | 6.06% | 5.45% | 2.83% | 4.70% | 8.72% | 5.16% | 2.86% | 5.70% |
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.
Loading graphics...
Drawdown Indicators
| VBAIX | VDIGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.82% | -45.23% | +9.41% |
Max Drawdown (1Y)Largest decline over 1 year | -7.80% | -9.57% | +1.77% |
Max Drawdown (5Y)Largest decline over 5 years | -21.52% | -16.18% | -5.34% |
Max Drawdown (10Y)Largest decline over 10 years | -22.77% | -32.98% | +10.21% |
Current DrawdownCurrent decline from peak | -5.84% | -8.96% | +3.12% |
Average DrawdownAverage peak-to-trough decline | -4.45% | -6.67% | +2.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.64% | 2.41% | -0.77% |
Volatility
VBAIX vs. VDIGX - Volatility Comparison
The current volatility for Vanguard Balanced Index Fund Institutional Shares (VBAIX) is 3.07%, while Vanguard Dividend Growth Fund (VDIGX) has a volatility of 3.40%. This indicates that VBAIX experiences smaller price fluctuations and is considered to be less risky than VDIGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| VBAIX | VDIGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.07% | 3.40% | -0.33% |
Volatility (6M)Calculated over the trailing 6-month period | 5.93% | 7.39% | -1.46% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.28% | 14.39% | -3.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.06% | 13.82% | -2.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.19% | 15.68% | -4.49% |