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VBAIX vs VBIAX
VBAIX vs VBIAX Comparison
Open Charts VBAIX vs VBIAX
Vanguard Balanced Index I
Price$51.18
Change-$0.16 (-0.31%)
VolumeN/A
CapitalizationN/A
Vanguard Balanced Index Adm
Price$51.17
Change-$0.16 (-0.31%)
VolumeN/A
CapitalizationN/A
VBAIX vs VBIAX Comparison Chart
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VBAIX vs. VBIAX commentary
Dec 18, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is VBAIX is a StrongBuy and VBIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VBAIX (59.3B) and VBIAX (59.3B) have equal amount of cash in the bank . VBAIX (1.99) and VBIAX (1.98) have matching dividends . VBAIX was incepted earlier than VBIAX: VBAIX (24 years) vs VBIAX (24 years). VBAIX (19.00) and VBIAX (19.00) have comparable annual turnover. VBIAX has a lower initial minimum investment than VBAIX: VBIAX (3000) vs VBAIX (5000000). VBAIX (14.27) and VBIAX (14.26) have marching annual gain over last year. VBAIX (36.77) and VBIAX (36.75) have equivalent 5 years return.
| VBAIX | VBIAX | VBAIX / VBIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | 15.912 | 15.911 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59.3B | 59.3B | 100% |
| Annual Yield % from dividends | 1.99 | 1.98 | 100% |
| Returns for 1 year | 14.27 | 14.26 | 100% |
| Returns for 3 years | 7.82 | 7.81 | 100% |
| Returns for 5 years | 36.77 | 36.75 | 100% |
| Returns for 10 years | 90.28 | 90.21 | 100% |
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