VIGRX vs. VBIAX
Compare and contrast key facts about Vanguard Growth Index Fund (VIGRX) and Vanguard Balanced Index Fund Admiral Shares (VBIAX).
VIGRX is managed by Vanguard. It was launched on Nov 2, 1992. VBIAX is managed by Vanguard. It was launched on Nov 13, 2000.
Performance
VIGRX vs. VBIAX - Performance Comparison
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VIGRX vs. VBIAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VIGRX Vanguard Growth Index Fund | -9.41% | 19.18% | 32.51% | 46.59% | -33.22% | 27.10% | 40.01% | 37.08% | -3.47% | 27.64% |
VBIAX Vanguard Balanced Index Fund Admiral Shares | -2.02% | 13.61% | 14.58% | 17.54% | -16.90% | 14.21% | 16.40% | 21.78% | -2.86% | 13.89% |
Returns By Period
In the year-to-date period, VIGRX achieves a -9.41% return, which is significantly lower than VBIAX's -2.02% return. Over the past 10 years, VIGRX has outperformed VBIAX with an annualized return of 16.00%, while VBIAX has yielded a comparatively lower 9.02% annualized return.
VIGRX
- 1D
- 1.12%
- 1M
- -3.76%
- YTD
- -9.41%
- 6M
- -8.45%
- 1Y
- 17.39%
- 3Y*
- 21.40%
- 5Y*
- 11.51%
- 10Y*
- 16.00%
VBIAX
- 1D
- 0.42%
- 1M
- -2.56%
- YTD
- -2.02%
- 6M
- -0.60%
- 1Y
- 12.52%
- 3Y*
- 12.40%
- 5Y*
- 6.61%
- 10Y*
- 9.02%
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VIGRX vs. VBIAX - Expense Ratio Comparison
VIGRX has a 0.17% expense ratio, which is higher than VBIAX's 0.07% 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%.
Return for Risk
VIGRX vs. VBIAX — Risk / Return Rank
VIGRX
VBIAX
VIGRX vs. VBIAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Growth Index Fund (VIGRX) 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.
| VIGRX | VBIAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.80 | 1.15 | -0.35 |
Sortino ratioReturn per unit of downside risk | 1.31 | 1.71 | -0.40 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.25 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.17 | 1.72 | -0.55 |
Martin ratioReturn relative to average drawdown | 4.12 | 7.99 | -3.87 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VIGRX | VBIAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.80 | 1.15 | -0.35 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.60 | -0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.81 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.61 | -0.05 |
Correlation
The correlation between VIGRX and VBIAX is 0.94, 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.
Dividends
VIGRX vs. VBIAX - Dividend Comparison
VIGRX's dividend yield for the trailing twelve months is around 0.31%, less than VBIAX's 5.71% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIGRX Vanguard Growth Index Fund | 0.31% | 0.22% | 0.35% | 0.47% | 0.54% | 0.36% | 0.56% | 0.83% | 1.18% | 1.03% | 1.27% | 1.16% |
VBIAX Vanguard Balanced Index Fund Admiral Shares | 5.71% | 6.00% | 5.27% | 4.35% | 2.83% | 3.19% | 2.65% | 2.28% | 2.32% | 1.95% | 2.09% | 2.09% |
Drawdowns
VIGRX vs. VBIAX - Drawdown Comparison
The maximum VIGRX drawdown since its inception was -57.47%, which is greater than VBIAX's maximum drawdown of -35.90%. Use the drawdown chart below to compare losses from any high point for VIGRX and VBIAX.
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Drawdown Indicators
| VIGRX | VBIAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.47% | -35.90% | -21.57% |
Max Drawdown (1Y)Largest decline over 1 year | -16.55% | -5.83% | -10.72% |
Max Drawdown (5Y)Largest decline over 5 years | -35.70% | -21.53% | -14.17% |
Max Drawdown (10Y)Largest decline over 10 years | -35.70% | -22.78% | -12.92% |
Current DrawdownCurrent decline from peak | -12.24% | -3.69% | -8.55% |
Average DrawdownAverage peak-to-trough decline | -14.26% | -4.47% | -9.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.72% | 1.68% | +3.04% |
Volatility
VIGRX vs. VBIAX - Volatility Comparison
Vanguard Growth Index Fund (VIGRX) has a higher volatility of 7.13% compared to Vanguard Balanced Index Fund Admiral Shares (VBIAX) at 3.72%. This indicates that VIGRX'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.
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Volatility by Period
| VIGRX | VBIAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.13% | 3.72% | +3.41% |
Volatility (6M)Calculated over the trailing 6-month period | 12.78% | 6.21% | +6.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.01% | 11.39% | +11.62% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.36% | 11.04% | +11.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.53% | 11.18% | +10.35% |