VBINX vs. BALFX
Compare and contrast key facts about Vanguard Balanced Index Fund (VBINX) and American Funds American Balanced Fund (BALFX).
VBINX is managed by Vanguard. It was launched on Nov 9, 1992. BALFX is managed by American Funds. It was launched on Mar 15, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VBINX or BALFX.
Performance
VBINX vs. BALFX - Performance Comparison
Returns By Period
The year-to-date returns for both stocks are quite close, with VBINX having a 15.16% return and BALFX slightly lower at 14.50%. Both investments have delivered pretty close results over the past 10 years, with VBINX having a 8.12% annualized return and BALFX not far ahead at 8.14%.
VBINX
15.16%
0.76%
8.66%
21.62%
8.74%
8.12%
BALFX
14.50%
-0.41%
7.45%
20.62%
8.58%
8.14%
Key characteristics
| VBINX | BALFX | |
|---|---|---|
| Sharpe Ratio | 2.61 | 2.45 |
| Sortino Ratio | 3.69 | 3.46 |
| Omega Ratio | 1.49 | 1.46 |
| Calmar Ratio | 2.66 | 3.99 |
| Martin Ratio | 16.41 | 16.34 |
| Ulcer Index | 1.31% | 1.25% |
| Daily Std Dev | 8.20% | 8.34% |
| Max Drawdown | -35.97% | -39.30% |
| Current Drawdown | -1.12% | -1.79% |
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VBINX vs. BALFX - Expense Ratio Comparison
VBINX has a 0.18% expense ratio, which is lower than BALFX's 0.62% expense ratio.
Correlation
The correlation between VBINX and BALFX is 0.96, 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
VBINX vs. BALFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Balanced Index Fund (VBINX) and American Funds American Balanced Fund (BALFX). 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
VBINX vs. BALFX - Dividend Comparison
VBINX's dividend yield for the trailing twelve months is around 1.93%, less than BALFX's 2.11% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VBINX Vanguard Balanced Index Fund | 1.93% | 1.93% | 1.80% | 1.27% | 1.55% | 2.02% | 2.19% | 1.83% | 1.97% | 1.95% | 1.79% | 1.70% |
BALFX American Funds American Balanced Fund | 2.11% | 2.31% | 1.63% | 1.13% | 1.28% | 1.85% | 2.02% | 1.71% | 1.71% | 2.40% | 8.02% | 1.51% |
Drawdowns
VBINX vs. BALFX - Drawdown Comparison
The maximum VBINX drawdown since its inception was -35.97%, smaller than the maximum BALFX drawdown of -39.30%. Use the drawdown chart below to compare losses from any high point for VBINX and BALFX. For additional features, visit the drawdowns tool.
Volatility
VBINX vs. BALFX - Volatility Comparison
Vanguard Balanced Index Fund (VBINX) has a higher volatility of 2.59% compared to American Funds American Balanced Fund (BALFX) at 2.46%. This indicates that VBINX's price experiences larger fluctuations and is considered to be riskier than BALFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.