Interact to see
Advertisement
Advertisement
VBIAX or VSMGX or VTTHX
VBIAX vs VSMGX vs VTTHX Comparison
Open Charts VBIAX vs VSMGX vs VTTHX
Vanguard Balanced Index Adm
Price$50.13
Change-$0.36 (-0.71%)
VolumeN/A
Net Assets58.27B
Vanguard LifeStrategy Mod Gr Inv Shrs
Price$33.60
Change-$0.12 (-0.36%)
VolumeN/A
Net Assets22.13B
VBIAX vs VSMGX vs VTTHX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
VTTHX has more cash in the bank: 111B vs. VBIAX (58.3B) and VSMGX (22.1B). VSMGX pays higher dividends than VTTHX and VBIAX: VSMGX (2.59) vs VTTHX (2.36) and VBIAX (2.06). VBIAX was incepted earlier than VSMGX and VTTHX: VBIAX (25 years) vs VSMGX (31 years) and VTTHX (22 years). VSMGX (0.13) is less costly to investors than VTTHX (0.08) and VBIAX (0.07). VBIAX is a more actively managed with annual turnover of: 22.00 vs. VSMGX (6.00) and VTTHX (4.00). VTTHX has a lower initial minimum investment than VBIAX and VSMGX: VTTHX (1000) vs VBIAX (3000) and VSMGX (3000). VTTHX annual gain was more profitable for investors over the last year : 9.74 vs. VBIAX (6.17) and VSMGX (5.17). VBIAX return over 5 years is better than : 31.01 vs. VSMGX (21.78) and VTTHX (20.51).
| VBIAX | VSMGX | VTTHX | |
| Total Expense Ratio | 0.07 | 0.13 | 0.08 |
| Annual Report Gross Expense Ratio | 0.07 | 0.13 | 0.08 |
| Fund Existence | 25 years | 31 years | 22 years |
| Gain YTD | 5.140 | 8.418 | 9.508 |
| Front Load | N/A | N/A | N/A |
| Min. Initial Investment | 3000 | 3000 | 1000 |
| Min. Initial Investment IRA | N/A | N/A | N/A |
| Net Assets | 58.3B | 22.1B | 111B |
| Annual Yield % from dividends | 2.06 | 2.59 | 2.36 |
| Returns for 1 year | 6.17 | 5.17 | 9.74 |
| Returns for 3 years | 22.75 | 19.22 | 29.40 |
| Returns for 5 years | 31.01 | 21.78 | 20.51 |
| Returns for 10 years | 86.98 | 54.46 | 54.75 |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement