VFIAX vs. VBIAX
Compare and contrast key facts about Vanguard 500 Index Fund Admiral Shares (VFIAX) and Vanguard Balanced Index Fund Admiral Shares (VBIAX).
VFIAX is managed by Vanguard. It was launched on Nov 13, 2000. VBIAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VFIAX or VBIAX.
Correlation
The correlation between VFIAX and VBIAX is 0.98, 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
VFIAX vs. VBIAX - Performance Comparison
Key characteristics
VFIAX:
0.55
VBIAX:
0.50
VFIAX:
0.90
VBIAX:
0.88
VFIAX:
1.13
VBIAX:
1.12
VFIAX:
0.57
VBIAX:
0.52
VFIAX:
2.23
VBIAX:
2.01
VFIAX:
4.82%
VBIAX:
3.46%
VFIAX:
19.36%
VBIAX:
12.17%
VFIAX:
-55.20%
VBIAX:
-35.90%
VFIAX:
-7.58%
VBIAX:
-6.41%
Returns By Period
The year-to-date returns for both investments are quite close, with VFIAX having a -3.31% return and VBIAX slightly higher at -3.30%. Over the past 10 years, VFIAX has outperformed VBIAX with an annualized return of 12.37%, while VBIAX has yielded a comparatively lower 7.60% annualized return.
VFIAX
-3.31%
13.75%
-4.56%
10.62%
15.85%
12.37%
VBIAX
-3.30%
8.09%
-4.51%
6.17%
8.36%
7.60%
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VFIAX vs. VBIAX - Expense Ratio Comparison
VFIAX has a 0.04% expense ratio, which is lower than VBIAX's 0.07% expense ratio. Despite the difference, 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
VFIAX vs. VBIAX — Risk-Adjusted Performance Rank
VFIAX
VBIAX
VFIAX vs. VBIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard 500 Index Fund Admiral Shares (VFIAX) and Vanguard Balanced Index Fund Admiral Shares (VBIAX). 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
VFIAX vs. VBIAX - Dividend Comparison
VFIAX's dividend yield for the trailing twelve months is around 1.33%, less than VBIAX's 6.49% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VFIAX Vanguard 500 Index Fund Admiral Shares | 1.33% | 1.24% | 1.45% | 1.68% | 1.24% | 1.53% | 1.87% | 2.05% | 1.78% | 2.02% | 2.10% | 1.85% |
VBIAX Vanguard Balanced Index Fund Admiral Shares | 6.49% | 5.27% | 4.35% | 2.83% | 3.19% | 2.65% | 2.28% | 2.32% | 1.95% | 2.09% | 2.09% | 1.92% |
Drawdowns
VFIAX vs. VBIAX - Drawdown Comparison
The maximum VFIAX drawdown since its inception was -55.20%, which is greater than VBIAX's maximum drawdown of -35.90%. Use the drawdown chart below to compare losses from any high point for VFIAX and VBIAX. For additional features, visit the drawdowns tool.
Volatility
VFIAX vs. VBIAX - Volatility Comparison
Vanguard 500 Index Fund Admiral Shares (VFIAX) has a higher volatility of 11.21% compared to Vanguard Balanced Index Fund Admiral Shares (VBIAX) at 6.84%. This indicates that VFIAX's price experiences larger fluctuations and is considered to be riskier than VBIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.