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.
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.
Performance
VBINX vs. BALFX - Performance Comparison
Key characteristics
VBINX:
1.94
BALFX:
0.96
VBINX:
2.68
BALFX:
1.24
VBINX:
1.35
BALFX:
1.20
VBINX:
3.48
BALFX:
1.17
VBINX:
12.05
BALFX:
6.07
VBINX:
1.36%
BALFX:
1.60%
VBINX:
8.41%
BALFX:
10.09%
VBINX:
-35.97%
BALFX:
-39.30%
VBINX:
-2.69%
BALFX:
-7.62%
Returns By Period
In the year-to-date period, VBINX achieves a 15.09% return, which is significantly higher than BALFX's 8.38% return. Both investments have delivered pretty close results over the past 10 years, with VBINX having a 8.03% annualized return and BALFX not far ahead at 8.08%.
VBINX
15.09%
-0.47%
6.52%
15.45%
8.24%
8.03%
BALFX
8.38%
-5.35%
-0.58%
8.99%
6.87%
8.08%
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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.
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 1.45%, more than BALFX's 0.92% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VBINX Vanguard Balanced Index Fund | 1.45% | 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 | 0.92% | 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
The current volatility for Vanguard Balanced Index Fund (VBINX) is 2.87%, while American Funds American Balanced Fund (BALFX) has a volatility of 6.16%. This indicates that VBINX experiences smaller price fluctuations and is considered to be less risky than BALFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.