VGSTX vs. VBINX

In the year-to-date period, VGSTX achieves a -1.06% return, which is significantly higher than VBINX's -4.40% return. Over the past 10 years, VGSTX has underperformed VBINX with an annualized return of 2.50%, while VBINX has yielded a comparatively higher 6.28% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

VGSTX has a 0.31% expense ratio, which is higher than VBINX's 0.18% expense ratio.

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.

The current VGSTX Sharpe Ratio is 0.23, which is lower than the VBINX Sharpe Ratio of 0.38. The chart below compares the historical Sharpe Ratios of VGSTX and VBINX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VGSTX's dividend yield for the trailing twelve months is around 2.45%, less than VBINX's 5.08% yield.

The maximum VGSTX drawdown since its inception was -43.45%, 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.

Vanguard STAR Fund (VGSTX) and Vanguard Balanced Index Fund (VBINX) have volatilities of 8.28% and 8.65%, 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.