VBIAX vs. VGWAX
Compare and contrast key facts about Vanguard Balanced Index Fund Admiral Shares (VBIAX) and Vanguard Global Wellington Fund Admiral Shares (VGWAX).
VBIAX is managed by Vanguard. It was launched on Nov 13, 2000. VGWAX is managed by Vanguard. It was launched on Nov 2, 2017.
Performance
VBIAX vs. VGWAX - Performance Comparison
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VBIAX vs. VGWAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
VBIAX Vanguard Balanced Index Fund Admiral Shares | -2.43% | 13.61% | 14.58% | 17.54% | -16.90% | 14.21% | 16.40% | 21.78% | -4.08% |
VGWAX Vanguard Global Wellington Fund Admiral Shares | 2.68% | 17.48% | 6.27% | 12.54% | -7.07% | 13.51% | 7.51% | 22.16% | -5.05% |
Returns By Period
In the year-to-date period, VBIAX achieves a -2.43% return, which is significantly lower than VGWAX's 2.68% return.
VBIAX
- 1D
- 1.84%
- 1M
- -3.62%
- YTD
- -2.43%
- 6M
- -0.89%
- 1Y
- 12.55%
- 3Y*
- 12.24%
- 5Y*
- 6.52%
- 10Y*
- 8.97%
VGWAX
- 1D
- 1.61%
- 1M
- -4.28%
- YTD
- 2.68%
- 6M
- 7.07%
- 1Y
- 15.96%
- 3Y*
- 11.90%
- 5Y*
- 7.69%
- 10Y*
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VBIAX vs. VGWAX - Expense Ratio Comparison
VBIAX has a 0.07% expense ratio, which is lower than VGWAX's 0.29% expense ratio.
Return for Risk
VBIAX vs. VGWAX — Risk / Return Rank
VBIAX
VGWAX
VBIAX vs. VGWAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Balanced Index Fund Admiral Shares (VBIAX) and Vanguard Global Wellington Fund Admiral Shares (VGWAX). 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.
| VBIAX | VGWAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.14 | 1.64 | -0.50 |
Sortino ratioReturn per unit of downside risk | 1.70 | 2.26 | -0.56 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.33 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.71 | 2.29 | -0.57 |
Martin ratioReturn relative to average drawdown | 8.03 | 9.01 | -0.98 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VBIAX | VGWAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.14 | 1.64 | -0.50 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.59 | 0.85 | -0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.80 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.61 | 0.76 | -0.15 |
Correlation
The correlation between VBIAX and VGWAX 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
VBIAX vs. VGWAX - Dividend Comparison
VBIAX's dividend yield for the trailing twelve months is around 5.74%, less than VGWAX's 6.59% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VBIAX Vanguard Balanced Index Fund Admiral Shares | 5.74% | 6.00% | 5.27% | 4.35% | 2.83% | 3.19% | 2.65% | 2.28% | 2.32% | 1.95% | 2.09% | 2.09% |
VGWAX Vanguard Global Wellington Fund Admiral Shares | 6.59% | 6.78% | 7.47% | 2.66% | 4.50% | 3.36% | 1.64% | 2.08% | 2.62% | 0.00% | 0.00% | 0.00% |
Drawdowns
VBIAX vs. VGWAX - Drawdown Comparison
The maximum VBIAX drawdown since its inception was -35.90%, which is greater than VGWAX's maximum drawdown of -25.28%. Use the drawdown chart below to compare losses from any high point for VBIAX and VGWAX.
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Drawdown Indicators
| VBIAX | VGWAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.90% | -25.28% | -10.62% |
Max Drawdown (1Y)Largest decline over 1 year | -7.78% | -7.04% | -0.74% |
Max Drawdown (5Y)Largest decline over 5 years | -21.53% | -17.46% | -4.07% |
Max Drawdown (10Y)Largest decline over 10 years | -22.78% | — | — |
Current DrawdownCurrent decline from peak | -4.10% | -4.94% | +0.84% |
Average DrawdownAverage peak-to-trough decline | -4.47% | -2.94% | -1.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.66% | 1.79% | -0.13% |
Volatility
VBIAX vs. VGWAX - Volatility Comparison
Vanguard Balanced Index Fund Admiral Shares (VBIAX) and Vanguard Global Wellington Fund Admiral Shares (VGWAX) have volatilities of 3.71% and 3.86%, 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.
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Volatility by Period
| VBIAX | VGWAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.71% | 3.86% | -0.15% |
Volatility (6M)Calculated over the trailing 6-month period | 6.20% | 6.00% | +0.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.39% | 9.69% | +1.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.05% | 9.12% | +1.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.18% | 11.00% | +0.18% |