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VBIAX vs VDIGX
VBIAX vs VDIGX Comparison
Open Charts VBIAX vs VDIGX
Vanguard Balanced Index Adm
Price$47.12
Change+$0.37 (+0.79%)
VolumeN/A
Net Assets55.53B
Vanguard Dividend Growth I
Price$35.13
Change+$0.47 (+1.36%)
VolumeN/A
Net Assets47.45B
VBIAX vs VDIGX Comparison Chart
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VBIAX vs. VDIGX commentary
May 05, 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 VBIAX is a Buy and VDIGX is a Buy.
FUNDAMENTALS
Fundamentals
VBIAX has more cash in the bank: 55.5B vs. VDIGX (47.4B). VBIAX pays higher dividends than VDIGX: VBIAX (2.21) vs VDIGX (1.74). VBIAX was incepted earlier than VDIGX: VBIAX (24 years) vs VDIGX (33 years). VDIGX (0.29) is less costly to investors than VBIAX (0.07). VBIAX is a more actively managed with annual turnover of: 22.00 vs. VDIGX (16.00). VBIAX (3000) and VDIGX (3000) have matching initial minimum investment requirements. VBIAX annual gain was more profitable for investors over the last year : 5.43 vs. VDIGX (-5.87). VBIAX return over 5 years is better than : 35.10 vs. VDIGX (31.61).
| VBIAX | VDIGX | VBIAX / VDIGX | |
| Total Expense Ratio | 0.07 | 0.29 | 24% |
| Annual Report Gross Expense Ratio | 0.07 | 0.29 | 24% |
| Fund Existence | 24 years | 33 years | - |
| Gain YTD | -2.425 | -2.983 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 3000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 55.5B | 47.4B | 117% |
| Annual Yield % from dividends | 2.21 | 1.74 | 127% |
| Returns for 1 year | 5.43 | -5.87 | -93% |
| Returns for 3 years | 13.84 | -1.39 | -995% |
| Returns for 5 years | 35.10 | 31.61 | 111% |
| Returns for 10 years | 74.17 | 54.18 | 137% |
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