VBINX vs. VTTVX

In the year-to-date period, VBINX achieves a -4.40% return, which is significantly lower than VTTVX's 0.64% return. Over the past 10 years, VBINX has outperformed VTTVX with an annualized return of 6.28%, while VTTVX has yielded a comparatively lower 3.10% annualized return.

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VBINX has a 0.18% expense ratio, which is higher than VTTVX's 0.08% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

This table presents a comparison of risk-adjusted performance metrics for Vanguard Balanced Index Fund (VBINX) and Vanguard Target Retirement 2025 Fund (VTTVX). 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 comparable to the VTTVX Sharpe Ratio of 0.43. The chart below compares the historical Sharpe Ratios of VBINX and VTTVX, 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 VTTVX's 2.94% yield.

The maximum VBINX drawdown since its inception was -35.97%, smaller than the maximum VTTVX drawdown of -46.03%. Use the drawdown chart below to compare losses from any high point for VBINX and VTTVX. For additional features, visit the drawdowns tool.

Vanguard Balanced Index Fund (VBINX) has a higher volatility of 8.65% compared to Vanguard Target Retirement 2025 Fund (VTTVX) at 5.92%. This indicates that VBINX's price experiences larger fluctuations and is considered to be riskier than VTTVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.