VBINX vs. VTTVX
Compare and contrast key facts about Vanguard Balanced Index Fund (VBINX) and Vanguard Target Retirement 2025 Fund (VTTVX).
VBINX is managed by Vanguard. It was launched on Nov 9, 1992. VTTVX is managed by Vanguard. It was launched on Oct 27, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VBINX or VTTVX.
Correlation
The correlation between VBINX and VTTVX is 0.97, 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. VTTVX - Performance Comparison
Key characteristics
VBINX:
1.94
VTTVX:
1.26
VBINX:
2.68
VTTVX:
1.83
VBINX:
1.35
VTTVX:
1.27
VBINX:
3.48
VTTVX:
1.97
VBINX:
12.05
VTTVX:
6.20
VBINX:
1.36%
VTTVX:
1.78%
VBINX:
8.41%
VTTVX:
8.75%
VBINX:
-35.97%
VTTVX:
-46.03%
VBINX:
-2.69%
VTTVX:
-2.51%
Returns By Period
In the year-to-date period, VBINX achieves a 15.09% return, which is significantly higher than VTTVX's 9.51% return. Over the past 10 years, VBINX has outperformed VTTVX with an annualized return of 8.03%, while VTTVX has yielded a comparatively lower 6.32% annualized return.
VBINX
15.09%
-0.47%
6.52%
15.45%
8.24%
8.03%
VTTVX
9.51%
-0.49%
4.19%
6.05%
5.76%
6.32%
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VBINX vs. VTTVX - Expense Ratio Comparison
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%.
Risk-Adjusted Performance
VBINX vs. VTTVX - Risk-Adjusted Performance Comparison
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.
Dividends
VBINX vs. VTTVX - Dividend Comparison
VBINX's dividend yield for the trailing twelve months is around 1.45%, less than VTTVX's 2.50% 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% |
VTTVX Vanguard Target Retirement 2025 Fund | 2.50% | 2.74% | 2.21% | 2.16% | 1.65% | 2.37% | 2.55% | 1.99% | 2.00% | 2.19% | 1.95% | 1.82% |
Drawdowns
VBINX vs. VTTVX - Drawdown Comparison
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.
Volatility
VBINX vs. VTTVX - Volatility Comparison
Vanguard Balanced Index Fund (VBINX) has a higher volatility of 2.87% compared to Vanguard Target Retirement 2025 Fund (VTTVX) at 2.11%. 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.