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VBIAX vs VVIAX
VBIAX vs VVIAX Comparison
Open Charts VBIAX vs VVIAX
Vanguard Balanced Index Adm
Price$49.83
Change-$0.22 (-0.44%)
VolumeN/A
Net Assets58.27B
Vanguard Value Index Adm
Price$68.71
Change-$0.88 (-1.26%)
VolumeN/A
Net Assets195.18B
VBIAX vs VVIAX Comparison Chart in %
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VBIAX vs. VVIAX commentary
Jul 16, 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 VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. VBIAX (58.3B). VVIAX (2.18) and VBIAX (2.09) have matching dividends . VBIAX was incepted earlier than VVIAX: VBIAX (25 years) vs VVIAX (25 years). VBIAX (0.07) is less costly to investors than VVIAX (0.05). VBIAX is a more actively managed with annual turnover of: 22.00 vs. VVIAX (9.00). VBIAX (3000) and VVIAX (3000) have matching initial minimum investment requirements. VVIAX annual gain was more profitable for investors over the last year : 8.29 vs. VBIAX (4.48). VVIAX return over 5 years is better than : 72.84 vs. VBIAX (31.42).
| VBIAX | VVIAX | VBIAX / VVIAX | |
| Total Expense Ratio | 0.07 | 0.05 | 140% |
| Annual Report Gross Expense Ratio | 0.07 | 0.05 | 140% |
| Fund Existence | 25 years | 25 years | - |
| Gain YTD | 4.018 | 5.426 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 3000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 58.3B | 195B | 30% |
| Annual Yield % from dividends | 2.09 | 2.18 | 96% |
| Returns for 1 year | 4.48 | 8.29 | 54% |
| Returns for 3 years | 27.52 | 35.09 | 78% |
| Returns for 5 years | 31.42 | 72.84 | 43% |
| Returns for 10 years | 84.13 | 109.79 | 77% |
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