Vanguard Balanced Index Fund Admiral Shares (VBIAX) Research

This index fund offers investors an accessible and cost-effective avenue to invest in a blend of equities and fixed-income securities. Its strategy involves tracking two comprehensive benchmarks for the U.S. stock and U.S. taxable bond markets, typically allocating around 60% of its assets to stocks and the remaining 40% to bonds. The extensive diversification inherent in its design is crucial, ensuring that the performance of any single holding will not disproportionately influence the fund's overall returns. It is particularly well-suited for long-term investors seeking both capital appreciation and consistent income, provided they are comfortable with the inherent volatility of both equity and fixed-income markets. This fund can serve as an ideal foundational component within a diversified investment portfolio.

Market snapshot

Symbol
VBIAX
Price
$54.52
Day change
+0.79%
Market cap
$64.1B
52-week range
48.74-54.86
Sector
Financial Services
Industry
Asset Management

Peer companies

  • iShares Russell 1000 Value ETF (IWD)
  • Invesco NASDAQ 100 ETF (QQQM)
  • Schwab U.S. Large-Cap ETF (SCHX)
  • Vanguard Balanced Index Fund Institutional Shares (VBAIX)
  • Vanguard Small-Cap Value ETF (VBR)
  • Vanguard Equity Income Fund Admiral Shares (VEIRX)
  • Vanguard Large-Cap Index Fund Admiral Shares (VLCAX)
  • Vanguard Real Estate ETF (VNQ)

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