VGSTX vs. VBINX
Compare and contrast key facts about Vanguard STAR Fund (VGSTX) and Vanguard Balanced Index Fund (VBINX).
VGSTX is managed by Vanguard. It was launched on Mar 29, 1985. VBINX is managed by Vanguard. It was launched on Nov 9, 1992.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VGSTX or VBINX.
Key characteristics
| VGSTX | VBINX | |
|---|---|---|
| YTD Return | 9.29% | 12.55% |
| 1Y Return | 19.83% | 22.40% |
| 3Y Return (Ann) | 0.93% | 3.06% |
| 5Y Return (Ann) | 7.72% | 8.44% |
| 10Y Return (Ann) | 7.47% | 7.98% |
| Sharpe Ratio | 2.39 | 2.84 |
| Sortino Ratio | 3.46 | 4.04 |
| Omega Ratio | 1.45 | 1.54 |
| Calmar Ratio | 1.45 | 2.12 |
| Martin Ratio | 15.53 | 18.26 |
| Ulcer Index | 1.37% | 1.29% |
| Daily Std Dev | 8.84% | 8.26% |
| Max Drawdown | -38.62% | -35.97% |
| Current Drawdown | -2.22% | -1.95% |
Correlation
The correlation between VGSTX and VBINX 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.
Performance
VGSTX vs. VBINX - Performance Comparison
In the year-to-date period, VGSTX achieves a 9.29% return, which is significantly lower than VBINX's 12.55% return. Over the past 10 years, VGSTX has underperformed VBINX with an annualized return of 7.47%, while VBINX has yielded a comparatively higher 7.98% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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VGSTX vs. VBINX - Expense Ratio Comparison
VGSTX has a 0.31% expense ratio, which is higher than VBINX's 0.18% expense ratio.
Risk-Adjusted Performance
VGSTX vs. VBINX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard STAR Fund (VGSTX) and Vanguard Balanced Index Fund (VBINX). 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
VGSTX vs. VBINX - Dividend Comparison
VGSTX's dividend yield for the trailing twelve months is around 5.14%, more than VBINX's 4.17% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VGSTX Vanguard STAR Fund | 5.14% | 5.35% | 8.34% | 6.70% | 6.68% | 6.07% | 6.90% | 4.51% | 4.77% | 5.62% | 4.18% | 2.48% |
VBINX Vanguard Balanced Index Fund | 4.17% | 4.25% | 2.71% | 2.71% | 2.54% | 2.19% | 2.20% | 1.83% | 1.97% | 1.95% | 1.79% | 1.70% |
Drawdowns
VGSTX vs. VBINX - Drawdown Comparison
The maximum VGSTX drawdown since its inception was -38.62%, which is greater than VBINX's maximum drawdown of -35.97%. Use the drawdown chart below to compare losses from any high point for VGSTX and VBINX. For additional features, visit the drawdowns tool.
Volatility
VGSTX vs. VBINX - Volatility Comparison
Vanguard STAR Fund (VGSTX) and Vanguard Balanced Index Fund (VBINX) have volatilities of 1.91% and 1.93%, 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.