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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$51.42
Change-$0.23 (-0.45%)
VolumeN/A
Net Assets58.79B
Vanguard Balanced Index Adm
Price$51.42
Change-$0.22 (-0.43%)
VolumeN/A
Net Assets58.79B
Vanguard Tax-Managed Balanced Adm
Price$47.43
Change-$0.14 (-0.29%)
VolumeN/A
Net Assets10.81B
VBAIX vs VBIAX vs VTMFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VBAIX and VBIAX has more cash in the bank: 58.8B and 58.8B vs. VTMFX (10.8B). VTMFX (2.12), VBAIX (2.04) and VBIAX (2.03) 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 : 7.45 vs. VBIAX (6.46) and VBAIX (6.44). VTMFX return over 5 years is better than : 36.41 vs. VBAIX (28.15) and VBIAX (28.15).
| 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 | 6.847 | 6.865 | 4.920 |
| 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 | 58.8B | 58.8B | 10.8B |
| Annual Yield % from dividends | 2.04 | 2.03 | 2.12 |
| Returns for 1 year | 6.44 | 6.46 | 7.45 |
| Returns for 3 years | 28.36 | 28.37 | 31.20 |
| Returns for 5 years | 28.15 | 28.15 | 36.41 |
| Returns for 10 years | 100.48 | 100.37 | 93.10 |
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