VBINX vs. VGSTX
Compare and contrast key facts about Vanguard Balanced Index Fund (VBINX) and Vanguard STAR Fund (VGSTX).
VBINX is managed by Vanguard. It was launched on Nov 9, 1992. VGSTX is managed by Vanguard. It was launched on Mar 29, 1985.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VBINX or VGSTX.
Performance
VBINX vs. VGSTX - Performance Comparison
Returns By Period
In the year-to-date period, VBINX achieves a 15.16% return, which is significantly higher than VGSTX's 10.19% return. Over the past 10 years, VBINX has outperformed VGSTX with an annualized return of 8.12%, while VGSTX has yielded a comparatively lower 7.43% annualized return.
VBINX
15.16%
0.76%
8.66%
21.62%
8.74%
8.12%
VGSTX
10.19%
-0.51%
4.66%
16.99%
7.72%
7.43%
Key characteristics
| VBINX | VGSTX | |
|---|---|---|
| Sharpe Ratio | 2.61 | 1.93 |
| Sortino Ratio | 3.69 | 2.75 |
| Omega Ratio | 1.49 | 1.35 |
| Calmar Ratio | 2.66 | 1.45 |
| Martin Ratio | 16.41 | 11.98 |
| Ulcer Index | 1.31% | 1.40% |
| Daily Std Dev | 8.20% | 8.68% |
| Max Drawdown | -35.97% | -38.62% |
| Current Drawdown | -1.12% | -1.55% |
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VBINX vs. VGSTX - Expense Ratio Comparison
VBINX has a 0.18% expense ratio, which is lower than VGSTX's 0.31% expense ratio.
Correlation
The correlation between VBINX and VGSTX 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. VGSTX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Balanced Index Fund (VBINX) and Vanguard STAR Fund (VGSTX). 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. VGSTX - Dividend Comparison
VBINX's dividend yield for the trailing twelve months is around 1.93%, less than VGSTX's 2.22% 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% |
VGSTX Vanguard STAR Fund | 2.22% | 2.21% | 2.08% | 1.36% | 1.42% | 2.11% | 2.52% | 1.85% | 2.08% | 2.09% | 2.18% | 1.82% |
Drawdowns
VBINX vs. VGSTX - Drawdown Comparison
The maximum VBINX drawdown since its inception was -35.97%, smaller than the maximum VGSTX drawdown of -38.62%. Use the drawdown chart below to compare losses from any high point for VBINX and VGSTX. For additional features, visit the drawdowns tool.
Volatility
VBINX vs. VGSTX - Volatility Comparison
Vanguard Balanced Index Fund (VBINX) has a higher volatility of 2.59% compared to Vanguard STAR Fund (VGSTX) at 2.32%. This indicates that VBINX's price experiences larger fluctuations and is considered to be riskier than VGSTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.