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VBIAX vs VSMGX
VBIAX vs VSMGX Comparison
Open Charts VBIAX vs VSMGX
Vanguard Balanced Index Adm
Price$48.70
Change-$0.42 (-0.86%)
VolumeN/A
Net Assets56.6B
Vanguard LifeStrategy Mod Gr Inv Shrs
Price$33.00
Change-$0.30 (-0.90%)
VolumeN/A
Net Assets21.53B
VBIAX vs VSMGX Comparison Chart
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VBIAX vs. VSMGX commentary
Jun 14, 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 (2.63) vs VBIAX (2.14). 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 (4.65) and VSMGX (4.59) have marching annual gain over last year. VBIAX return over 5 years is better than : 33.52 vs. VSMGX (24.59).
| 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 | 1.717 | 6.288 | 27% |
| 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 | 2.14 | 2.63 | 81% |
| Returns for 1 year | 4.65 | 4.59 | 101% |
| Returns for 3 years | 28.55 | 24.34 | 117% |
| Returns for 5 years | 33.52 | 24.59 | 136% |
| Returns for 10 years | 80.96 | 50.53 | 160% |
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