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VBAIX vs VBIAX
VBAIX vs VBIAX Comparison
Open Charts VBAIX vs VBIAX
Vanguard Balanced Index I
Price$49.40
Change-$0.49 (-0.98%)
VolumeN/A
Net Assets58.54B
Vanguard Balanced Index Adm
Price$49.39
Change-$0.49 (-0.98%)
VolumeN/A
Net Assets58.54B
VBAIX vs VBIAX Comparison Chart
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VBAIX vs. VBIAX commentary
Feb 23, 2025
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 (58.5B) and VBIAX (58.5B) 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 annual gain was more profitable for investors over the last year : 10.16 vs. VBIAX (9.07). VBAIX (29.43) and VBIAX (28.13) 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 | 2.887 | 1.877 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 58.5B | 58.5B | 100% |
| Annual Yield % from dividends | 1.99 | 1.98 | 100% |
| Returns for 1 year | 10.16 | 9.07 | 112% |
| Returns for 3 years | 14.05 | 12.92 | 109% |
| Returns for 5 years | 29.43 | 28.13 | 105% |
| Returns for 10 years | 81.90 | 79.99 | 102% |
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