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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$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
Vanguard Wellesley® Income Admiral™
Price$62.28
Change+$0.07 (+0.11%)
VolumeN/A
Net Assets48.78B
VBIAX vs VSMGX vs VWIAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VBIAX has more cash in the bank: 58.3B vs. VWIAX (48.8B) and VSMGX (22.1B). VWIAX pays higher dividends than VSMGX and VBIAX: VWIAX (3.58) vs VSMGX (2.59) and VBIAX (2.06). 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 : 6.17 vs. VSMGX (5.17) and VWIAX (2.82). VBIAX return over 5 years is better than : 31.01 vs. VSMGX (21.78) and VWIAX (2.64).
| 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 | 5.140 | 8.418 | 5.458 |
| 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 | 58.3B | 22.1B | 48.8B |
| Annual Yield % from dividends | 2.06 | 2.59 | 3.58 |
| Returns for 1 year | 6.17 | 5.17 | 2.82 |
| Returns for 3 years | 22.75 | 19.22 | 3.82 |
| Returns for 5 years | 31.01 | 21.78 | 2.64 |
| Returns for 10 years | 86.98 | 54.46 | 23.50 |
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