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VBIAX or VSMGX or VWIAX
VBIAX vs VSMGX vs VWIAX Comparison
Open Charts VBIAX vs VSMGX vs VWIAX
Vanguard Balanced Index Adm
Price$49.12
Change+$0.16 (+0.33%)
VolumeN/A
Net Assets56.6B
Vanguard LifeStrategy Mod Gr Inv Shrs
Price$33.30
Change+$0.13 (+0.39%)
VolumeN/A
Net Assets21.53B
Vanguard Wellesley® Income Admiral™
Price$62.11
Change+$0.34 (+0.55%)
VolumeN/A
Net Assets48.1B
VBIAX vs VSMGX vs VWIAX Comparison Chart
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FUNDAMENTALS
Fundamentals
VBIAX has more cash in the bank: 56.6B vs. VWIAX (48.1B) and VSMGX (21.5B). VWIAX pays higher dividends than VSMGX and VBIAX: VWIAX (3.72) vs VSMGX (2.63) and VBIAX (2.14). VBIAX was incepted earlier than VSMGX and VWIAX: VBIAX (25 years) vs VSMGX (31 years) and VWIAX (24 years). VWIAX (0.16) is less costly to investors than VSMGX (0.13) and VBIAX (0.07). VWIAX is a more actively managed with annual turnover of: 59.00 vs. VBIAX (22.00) and VSMGX (6.00). VBIAX and VSMGX has a lower initial minimum investment than VWIAX: VBIAX (3000) and VSMGX (3000) vs VWIAX (50000). VBIAX annual gain was more profitable for investors over the last year : 4.57 vs. VSMGX (4.22) and VWIAX (3.67). VBIAX return over 5 years is better than : 33.09 vs. VSMGX (24.10) and VWIAX (3.83).
| VBIAX | VSMGX | VWIAX | |
| Total Expense Ratio | 0.07 | 0.13 | 0.16 |
| Annual Report Gross Expense Ratio | 0.07 | 0.13 | 0.16 |
| Fund Existence | 25 years | 31 years | 24 years |
| Gain YTD | 1.386 | 5.873 | 3.640 |
| Front Load | N/A | N/A | N/A |
| Min. Initial Investment | 3000 | 3000 | 50000 |
| Min. Initial Investment IRA | N/A | N/A | N/A |
| Net Assets | 56.6B | 21.5B | 48.1B |
| Annual Yield % from dividends | 2.14 | 2.63 | 3.72 |
| Returns for 1 year | 4.57 | 4.22 | 3.67 |
| Returns for 3 years | 27.59 | 23.23 | 6.45 |
| Returns for 5 years | 33.09 | 24.10 | 3.83 |
| Returns for 10 years | 81.09 | 50.43 | 21.92 |
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