VBIAX vs. VFIAX
Compare and contrast key facts about Vanguard Balanced Index Fund Admiral Shares (VBIAX) and Vanguard 500 Index Fund Admiral Shares (VFIAX).
VBIAX is managed by Vanguard. It was launched on Nov 13, 2000. VFIAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VBIAX or VFIAX.
Performance
VBIAX vs. VFIAX - Performance Comparison
Returns By Period
In the year-to-date period, VBIAX achieves a 14.07% return, which is significantly lower than VFIAX's 24.51% return. Over the past 10 years, VBIAX has underperformed VFIAX with an annualized return of 7.54%, while VFIAX has yielded a comparatively higher 13.11% annualized return.
VBIAX
14.07%
-0.24%
8.01%
18.80%
7.36%
7.54%
VFIAX
24.51%
0.57%
11.39%
31.98%
15.26%
13.11%
Key characteristics
| VBIAX | VFIAX | |
|---|---|---|
| Sharpe Ratio | 2.20 | 2.63 |
| Sortino Ratio | 2.98 | 3.51 |
| Omega Ratio | 1.42 | 1.49 |
| Calmar Ratio | 1.77 | 3.81 |
| Martin Ratio | 13.30 | 17.18 |
| Ulcer Index | 1.43% | 1.87% |
| Daily Std Dev | 8.64% | 12.25% |
| Max Drawdown | -35.90% | -55.20% |
| Current Drawdown | -1.75% | -2.14% |
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VBIAX vs. VFIAX - Expense Ratio Comparison
VBIAX has a 0.07% expense ratio, which is higher than VFIAX's 0.04% expense ratio. However, 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 VBIAX and VFIAX is 0.97, 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
VBIAX vs. VFIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Balanced Index Fund Admiral Shares (VBIAX) and Vanguard 500 Index Fund Admiral Shares (VFIAX). 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
VBIAX vs. VFIAX - Dividend Comparison
VBIAX's dividend yield for the trailing twelve months is around 2.04%, more than VFIAX's 1.25% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VBIAX Vanguard Balanced Index Fund Admiral Shares | 2.04% | 2.04% | 1.93% | 1.39% | 1.66% | 2.12% | 2.32% | 1.95% | 2.09% | 2.09% | 1.92% | 1.85% |
VFIAX Vanguard 500 Index Fund Admiral Shares | 1.25% | 1.45% | 1.68% | 1.24% | 1.53% | 1.87% | 2.05% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
VBIAX vs. VFIAX - Drawdown Comparison
The maximum VBIAX drawdown since its inception was -35.90%, smaller than the maximum VFIAX drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for VBIAX and VFIAX. For additional features, visit the drawdowns tool.
Volatility
VBIAX vs. VFIAX - Volatility Comparison
The current volatility for Vanguard Balanced Index Fund Admiral Shares (VBIAX) is 2.62%, while Vanguard 500 Index Fund Admiral Shares (VFIAX) has a volatility of 4.05%. This indicates that VBIAX experiences smaller price fluctuations and is considered to be less risky than VFIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.