Ad is loading...
VBIAX vs VSMGX
VBIAX vs VSMGX Comparison
Open Charts VBIAX vs VSMGX
Vanguard Balanced Index Adm
Price$46.08
Change+$0.66 (+1.45%)
VolumeN/A
Net Assets55.53B
Vanguard LifeStrategy Mod Gr Inv Shrs
Price$31.37
Change+$0.38 (+1.23%)
VolumeN/A
Net Assets20.9B
VBIAX vs VSMGX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
VBIAX vs. VSMGX commentary
Apr 25, 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: 55.5B vs. VSMGX (20.9B). VSMGX pays higher dividends than VBIAX: VSMGX (2.74) vs VBIAX (2.21). VBIAX was incepted earlier than VSMGX: VBIAX (24 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: 19.00 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 : 1.83 vs. VSMGX (1.36). VBIAX return over 5 years is better than : 30.30 vs. VSMGX (23.22).
| VBIAX | VSMGX | VBIAX / VSMGX | |
| Total Expense Ratio | 0.07 | 0.13 | 54% |
| Annual Report Gross Expense Ratio | 0.07 | 0.13 | 54% |
| Fund Existence | 24 years | 31 years | - |
| Gain YTD | -5.945 | -1.085 | 548% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 3000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 55.5B | 20.9B | 266% |
| Annual Yield % from dividends | 2.21 | 2.74 | 81% |
| Returns for 1 year | 1.83 | 1.36 | 134% |
| Returns for 3 years | 7.40 | 5.85 | 126% |
| Returns for 5 years | 30.30 | 23.22 | 130% |
| Returns for 10 years | 65.90 | 37.80 | 174% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| CRYPTO / NAME | Price $ | Chg $ | Chg % |
| STORJ.X | 0.313832 | 0.001336 | +0.43% |
| Storj cryptocurrency | |||
| ZEC.X | 34.279472 | 0.038048 | +0.11% |
| Zcash cryptocurrency | |||
| STMX.X | 0.003727 | -0.000036 | -0.95% |
| StormX cryptocurrency | |||
| ANY.X | 2.925532 | -0.041573 | -1.40% |
| Anyswap cryptocurrency | |||
| LAZIO.X | 0.967580 | -0.020016 | -2.03% |
| S.S. Lazio Fan Token cryptocurrency | |||