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VBAIX or VBIAX or VTMFX
VBAIX vs VBIAX vs VTMFX Comparison
Open Charts VBAIX vs VBIAX vs VTMFX
Vanguard Balanced Index I
Price$50.21
Change+$0.03 (+0.06%)
VolumeN/A
Net Assets58.27B
Vanguard Balanced Index Adm
Price$50.20
Change+$0.03 (+0.06%)
VolumeN/A
Net Assets58.27B
Vanguard Tax-Managed Balanced Adm
Price$46.46
Change-$0.03 (-0.06%)
VolumeN/A
Net Assets10.67B
VBAIX vs VBIAX vs VTMFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VBAIX and VBIAX has more cash in the bank: 58.3B and 58.3B vs. VTMFX (10.7B). VTMFX (2.17), VBAIX (2.10) and VBIAX (2.09) have matching dividends . VBAIX was incepted earlier than VBIAX and VTMFX: VBAIX (25 years) vs VBIAX (25 years) and VTMFX (31 years). VTMFX (0.09) is less costly to investors than VBIAX (0.07) and VBAIX (0.06). VBAIX and VBIAX is a more actively managed with annual turnover of: 22.00 and 22.00 vs. VTMFX (20.00). VBIAX has a lower initial minimum investment than VTMFX and VBAIX: VBIAX (3000) vs VTMFX (10000) and VBAIX (5000000). VTMFX annual gain was more profitable for investors over the last year : 6.35 vs. VBAIX (5.64) and VBIAX (5.64). VTMFX return over 5 years is better than : 39.88 vs. VBAIX (31.58) and VBIAX (31.55).
| VBAIX | VBIAX | VTMFX | |
| Total Expense Ratio | 0.06 | 0.07 | 0.09 |
| Annual Report Gross Expense Ratio | 0.06 | 0.07 | 0.09 |
| Fund Existence | 25 years | 25 years | 31 years |
| Gain YTD | 4.332 | 4.330 | 2.774 |
| Front Load | N/A | N/A | N/A |
| Min. Initial Investment | 5000000 | 3000 | 10000 |
| Min. Initial Investment IRA | N/A | N/A | N/A |
| Net Assets | 58.3B | 58.3B | 10.7B |
| Annual Yield % from dividends | 2.10 | 2.09 | 2.17 |
| Returns for 1 year | 5.64 | 5.64 | 6.35 |
| Returns for 3 years | 26.58 | 26.54 | 29.00 |
| Returns for 5 years | 31.58 | 31.55 | 39.88 |
| Returns for 10 years | 85.24 | 85.17 | 81.22 |
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