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VBIAX vs VWIAX
VBIAX vs VWIAX Comparison
Open Charts VBIAX vs VWIAX
Vanguard Balanced Index Adm
Price$47.62
Change-$0.16 (-0.33%)
VolumeN/A
Net Assets54.87B
Vanguard Wellesley® Income Admiral™
Price$60.56
Change+$0.01 (+0.02%)
VolumeN/A
Net Assets48.05B
VBIAX vs VWIAX Comparison Chart
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VBIAX vs. VWIAX commentary
May 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 VWIAX is a Buy.
FUNDAMENTALS
Fundamentals
VBIAX has more cash in the bank: 54.9B vs. VWIAX (48B). VWIAX pays higher dividends than VBIAX: VWIAX (3.76) vs VBIAX (2.21). VBIAX was incepted earlier than VWIAX: VBIAX (25 years) vs VWIAX (24 years). VWIAX (0.16) is less costly to investors than VBIAX (0.07). VWIAX is a more actively managed with annual turnover of: 59.00 vs. VBIAX (22.00). VBIAX has a lower initial minimum investment than VWIAX: VBIAX (3000) vs VWIAX (50000). VBIAX annual gain was more profitable for investors over the last year : 3.81 vs. VWIAX (2.02). VBIAX return over 5 years is better than : 32.21 vs. VWIAX (4.00).
| VBIAX | VWIAX | VBIAX / VWIAX | |
| Total Expense Ratio | 0.07 | 0.16 | 44% |
| Annual Report Gross Expense Ratio | 0.07 | 0.16 | 44% |
| Fund Existence | 25 years | 24 years | - |
| Gain YTD | -1.389 | 1.610 | -86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 50000 | 6% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 54.9B | 48B | 114% |
| Annual Yield % from dividends | 2.21 | 3.76 | 59% |
| Returns for 1 year | 3.81 | 2.02 | 188% |
| Returns for 3 years | 18.92 | 0.24 | 7,856% |
| Returns for 5 years | 32.21 | 4.00 | 806% |
| Returns for 10 years | 74.86 | 18.00 | 416% |
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