VRVIX vs. VBIAX
Compare and contrast key facts about Vanguard Russell 1000 Value Index Fund Institutional Shares (VRVIX) and Vanguard Balanced Index Fund Admiral Shares (VBIAX).
VRVIX is managed by Vanguard. It was launched on Dec 10, 2010. VBIAX is managed by Vanguard. It was launched on Nov 13, 2000.
Performance
VRVIX vs. VBIAX - Performance Comparison
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VRVIX vs. VBIAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VRVIX Vanguard Russell 1000 Value Index Fund Institutional Shares | -0.03% | 15.31% | 14.32% | 11.41% | -7.64% | 25.09% | 2.75% | 26.49% | -8.30% | 13.58% |
VBIAX Vanguard Balanced Index Fund Admiral Shares | -4.19% | 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, VRVIX achieves a -0.03% return, which is significantly higher than VBIAX's -4.19% return. Over the past 10 years, VRVIX has outperformed VBIAX with an annualized return of 10.18%, while VBIAX has yielded a comparatively lower 8.77% annualized return.
VRVIX
- 1D
- -0.34%
- 1M
- -6.80%
- YTD
- -0.03%
- 6M
- 3.76%
- 1Y
- 13.42%
- 3Y*
- 13.29%
- 5Y*
- 8.81%
- 10Y*
- 10.18%
VBIAX
- 1D
- -0.06%
- 1M
- -5.43%
- YTD
- -4.19%
- 6M
- -2.40%
- 1Y
- 10.89%
- 3Y*
- 11.56%
- 5Y*
- 6.33%
- 10Y*
- 8.77%
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VRVIX vs. VBIAX - Expense Ratio Comparison
Both VRVIX and VBIAX have an expense ratio of 0.07%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Return for Risk
VRVIX vs. VBIAX — Risk / Return Rank
VRVIX
VBIAX
VRVIX vs. VBIAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Russell 1000 Value Index Fund Institutional Shares (VRVIX) 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.
| VRVIX | VBIAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.93 | 1.01 | -0.08 |
Sortino ratioReturn per unit of downside risk | 1.36 | 1.51 | -0.15 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.22 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.10 | 1.31 | -0.21 |
Martin ratioReturn relative to average drawdown | 5.21 | 6.22 | -1.01 |
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
| VRVIX | VBIAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.93 | 1.01 | -0.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.60 | 0.58 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | 0.79 | -0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.66 | 0.60 | +0.05 |
Correlation
The correlation between VRVIX and VBIAX is 0.89, 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
VRVIX vs. VBIAX - Dividend Comparison
VRVIX's dividend yield for the trailing twelve months is around 1.87%, less than VBIAX's 5.84% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VRVIX Vanguard Russell 1000 Value Index Fund Institutional Shares | 1.87% | 1.41% | 1.98% | 2.10% | 2.24% | 1.69% | 2.25% | 2.30% | 2.60% | 2.21% | 2.43% | 2.42% |
VBIAX Vanguard Balanced Index Fund Admiral Shares | 5.84% | 6.00% | 5.27% | 4.35% | 2.83% | 3.19% | 2.65% | 2.28% | 2.32% | 1.95% | 2.09% | 2.09% |
Drawdowns
VRVIX vs. VBIAX - Drawdown Comparison
The maximum VRVIX drawdown since its inception was -38.29%, which is greater than VBIAX's maximum drawdown of -35.90%. Use the drawdown chart below to compare losses from any high point for VRVIX and VBIAX.
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Drawdown Indicators
| VRVIX | VBIAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.29% | -35.90% | -2.39% |
Max Drawdown (1Y)Largest decline over 1 year | -11.81% | -7.78% | -4.03% |
Max Drawdown (5Y)Largest decline over 5 years | -19.06% | -21.53% | +2.47% |
Max Drawdown (10Y)Largest decline over 10 years | -38.29% | -22.78% | -15.51% |
Current DrawdownCurrent decline from peak | -6.80% | -5.83% | -0.97% |
Average DrawdownAverage peak-to-trough decline | -3.95% | -4.47% | +0.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.49% | 1.64% | +0.85% |
Volatility
VRVIX vs. VBIAX - Volatility Comparison
Vanguard Russell 1000 Value Index Fund Institutional Shares (VRVIX) has a higher volatility of 3.68% compared to Vanguard Balanced Index Fund Admiral Shares (VBIAX) at 3.07%. This indicates that VRVIX'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
| VRVIX | VBIAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.68% | 3.07% | +0.61% |
Volatility (6M)Calculated over the trailing 6-month period | 8.05% | 5.93% | +2.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.64% | 11.27% | +4.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.80% | 11.02% | +3.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.33% | 11.17% | +6.16% |