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VBIAX vs VSMGX
VBIAX vs VSMGX Comparison
Open Charts VBIAX vs VSMGX
Vanguard Balanced Index Adm
Price$50.16
Change+$0.22 (+0.44%)
VolumeN/A
Net Assets56.6B
Vanguard LifeStrategy Mod Gr Inv Shrs
Price$33.60
Change+$0.10 (+0.30%)
VolumeN/A
Net Assets21.53B
VBIAX vs VSMGX Comparison Chart in %
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VBIAX vs. VSMGX commentary
Jul 07, 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 VSMGX is a Hold.
FUNDAMENTALS
Fundamentals
VBIAX has more cash in the bank: 56.6B vs. VSMGX (21.5B). VSMGX pays higher dividends than VBIAX: VSMGX (2.60) vs VBIAX (2.09). VBIAX was incepted earlier than VSMGX: VBIAX (25 years) vs VSMGX (31 years). VSMGX (0.13) is less costly to investors than VBIAX (0.07). VBIAX is a more actively managed with annual turnover of: 22.00 vs. VSMGX (6.00). VBIAX (3000) and VSMGX (3000) have matching initial minimum investment requirements. VBIAX annual gain was more profitable for investors over the last year : 6.48 vs. VSMGX (6.13). VBIAX return over 5 years is better than : 34.25 vs. VSMGX (24.72).
| VBIAX | VSMGX | VBIAX / VSMGX | |
| Total Expense Ratio | 0.07 | 0.13 | 54% |
| Annual Report Gross Expense Ratio | 0.07 | 0.13 | 54% |
| Fund Existence | 25 years | 31 years | - |
| Gain YTD | 4.247 | 8.032 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 3000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 56.6B | 21.5B | 263% |
| Annual Yield % from dividends | 2.09 | 2.60 | 80% |
| Returns for 1 year | 6.48 | 6.13 | 106% |
| Returns for 3 years | 28.53 | 24.39 | 117% |
| Returns for 5 years | 34.25 | 24.72 | 139% |
| Returns for 10 years | 87.19 | 55.24 | 158% |
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