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VBIAX or VSMGX or VTTHX
VBIAX vs VSMGX vs VTTHX Comparison
Open Charts VBIAX vs VSMGX vs VTTHX
Vanguard Balanced Index Adm
Price$46.08
Change+$0.66 (+1.45%)
VolumeN/A
Net Assets55.53B
Vanguard LifeStrategy Mod Gr Inv Shrs
Price$30.99
Change+$0.24 (+0.78%)
VolumeN/A
Net Assets20.9B
VBIAX vs VSMGX vs VTTHX Comparison Chart
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FUNDAMENTALS
Fundamentals
VTTHX has more cash in the bank: 102B vs. VBIAX (55.5B) and VSMGX (20.9B). VSMGX pays higher dividends than VTTHX and VBIAX: VSMGX (2.74) vs VTTHX (2.57) and VBIAX (2.21). VBIAX was incepted earlier than VSMGX and VTTHX: VBIAX (24 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: 19.00 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 : 4.39 vs. VBIAX (0.65) and VSMGX (0.48). VBIAX return over 5 years is better than : 28.89 vs. VSMGX (22.26) and VTTHX (22.23).
| 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 | 24 years | 31 years | 22 years |
| Gain YTD | -6.960 | -1.851 | -2.294 |
| 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 | 55.5B | 20.9B | 102B |
| Annual Yield % from dividends | 2.21 | 2.74 | 2.57 |
| Returns for 1 year | 0.65 | 0.48 | 4.39 |
| Returns for 3 years | 6.88 | 5.28 | 12.38 |
| Returns for 5 years | 28.89 | 22.26 | 22.23 |
| Returns for 10 years | 63.63 | 36.52 | 34.92 |
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