Tracks a 60% stock / 40% bond allocation using the CRSP US Total Market Index and Bloomberg US Aggregate Float Adjusted Index. Provides broad diversification at low cost.
Vanguard funds can be purchased directly through their website, typically with no transaction fee. Minimum investment: $3,000.
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Vanguard Balanced Index Fund Admiral Shares
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VBIAX's actual expense ratio
Comparison fund (e.g., actively managed)
Note: This calculator uses simplified assumptions based on VBIAX's historical performance. It does not account for taxes, inflation, or varying returns. Past performance does not guarantee future results.
Vanguard Balanced Index Fund Admiral Shares
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Pre-filled with VBIAX's historical average return
Important: This projection uses simplified assumptions based on VBIAX's historical performance. Actual investment returns vary year-to-year. Past performance does not guarantee future results. This tool is for educational purposes only.
Top holdings shown as percentage of fund assets. Data sourced from fund filings. Holdings may change over time.
VBIAX is the ticker symbol for Vanguard Balanced Index Fund Admiral Shares, a Moderate Allocation mutual fund managed by Vanguard. Tracks a 60% stock / 40% bond allocation using the CRSP US Total Market Index and Bloomberg US Aggregate Float Adjusted Index. Provides broad diversification at low cost.
VBIAX has an expense ratio of 0.00% per year. On a $10,000 investment, that amounts to roughly $0 annually in fund fees. This is considered a very low-cost fund.
VBIAX has posted a 1-year return of +15.97%, 3-year return of +16.83%, 5-year return of +9.21%. Past performance does not guarantee future results. Returns are annualized for periods greater than one year.
VBIAX requires a minimum initial investment of $3,000. Some brokerages or retirement accounts may waive or reduce this minimum.
Whether VBIAX is right for you depends on your investment goals, time horizon, and risk tolerance. Key factors to evaluate include its 0.00% expense ratio, Moderate Allocation category exposure, historical returns, and how it fits within your broader portfolio. We recommend comparing it against similar funds in the same category and consulting a qualified financial advisor.
Important: Past performance does not guarantee future results. This information is provided for educational purposes only and should not be considered investment advice. Please consult with a financial advisor before making investment decisions.
