VBIAX
Price
$49.83
Change
-$0.03 (-0.06%)
Updated
Jul 8 closing price
Net Assets
58.27B
VSMGX
Price
$33.40
Change
+$0.03 (+0.09%)
Updated
Jul 8 closing price
Net Assets
22.13B
VTTHX
Price
$25.99
Change
+$0.02 (+0.08%)
Updated
Jul 8 closing price
Net Assets
110.6B
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VBIAX or VSMGX or VTTHX

Header iconVBIAX vs VSMGX vs VTTHX Comparison
Open Charts VBIAX vs VSMGX vs VTTHXBanner chart's image
Vanguard Balanced Index Adm
Price$49.83
Change-$0.03 (-0.06%)
VolumeN/A
Net Assets58.27B
Vanguard LifeStrategy Mod Gr Inv Shrs
Price$33.40
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets22.13B
Vanguard Target Retirement 2035 Fund
Price$25.99
Change+$0.02 (+0.08%)
VolumeN/A
Net Assets110.6B
VBIAX vs VSMGX vs VTTHX Comparison Chart in %
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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 (2.60) vs VTTHX (2.37) and VBIAX (2.09). 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 : 9.29 vs. VBIAX (5.25) and VSMGX (4.91). VBIAX return over 5 years is better than : 32.67 vs. VSMGX (22.96) and VTTHX (21.92).
VBIAXVSMGXVTTHX
Total Expense Ratio0.070.130.08
Annual Report Gross Expense Ratio0.070.130.08
Fund Existence25 years31 years22 years
Gain YTD3.6237.2938.299
Front LoadN/AN/AN/A
Min. Initial Investment300030001000
Min. Initial Investment IRAN/AN/AN/A
Net Assets58.3B22.1B111B
Annual Yield % from dividends2.092.602.37
Returns for 1 year5.254.919.29
Returns for 3 years26.6923.0133.68
Returns for 5 years32.6722.9621.92
Returns for 10 years86.0753.9353.72
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