VBINX vs. CGBL

In the year-to-date period, VBINX achieves a -4.40% return, which is significantly lower than CGBL's -1.43% return.

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VBINX has a 0.18% expense ratio, which is lower than CGBL's 0.33% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Vanguard Balanced Index Fund (VBINX) and Capital Group Core Balanced ETF (CGBL). 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.

The current VBINX Sharpe Ratio is 0.38, which is lower than the CGBL Sharpe Ratio of 0.84. The chart below compares the historical Sharpe Ratios of VBINX and CGBL, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VBINX's dividend yield for the trailing twelve months is around 5.08%, more than CGBL's 2.02% yield.

The maximum VBINX drawdown since its inception was -35.97%, which is greater than CGBL's maximum drawdown of -11.66%. Use the drawdown chart below to compare losses from any high point for VBINX and CGBL. For additional features, visit the drawdowns tool.

Vanguard Balanced Index Fund (VBINX) and Capital Group Core Balanced ETF (CGBL) have volatilities of 8.65% and 8.91%, 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.