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- VBIAX. Why not? - Bogleheads. org
VBIAX is the Vanguard Balanced Index Fund and it is exactly equivalent to 60% in Total Stock and 40% in Total Bond, rebalanced continuously It is, in fact, an example of a Bogleheads' three-fund portfolio in which the overall stock bond allocation is 60 40 and the stock allocation is 100% US
- VBIAX Tax efficiency - Bogleheads. org
VBIAX is a fine fund in a taxable account if you have exhausted the capacity of tax-deferred accounts to hold your fixed-income allocation and it allows you to reach your asset allocation goals
- ETF or Fidelity mutual fund alternative for VBIAX
FBALX looks to have outperformed VBIAX by very roughly 1 5% on average, but has a much higher expense ratio Any other suggestions for an ETF to replace VBIAX? I would rather follow the lowest expense ratio, but the performance might be worth it in this case Or is there another ETF with low expense ratio AND good performance?
- Vanguards VBIAX to mimic a 60 40 portfolio - Bogleheads. org
Re: Vanguard's VBIAX to mimic a 69 40 portfolio by welderwannabe » Wed Mar 26, 2025 6:06 pm Nothing wrong with it, however it is missing one of the key components of the 4 fund and thats international If you want international, Vanguard life strategy moderate growth VSMGX is a closer approximation
- Vanguard Balanced Index Fund (VBIAX) as ETF? - Bogleheads. org
Howdy, Anyone know of plans for Vanguard to introduce an ETF for VBIAX (Vanguard Balanced Index Fund)? Or a reason why it doesn't exist? I'd like to utilize this fund in some new small accounts and the $3,000 threshold is holding me back I suppose I could make this a la carte
- Schwab equivalent to VBIAX - Bogleheads. org
Re: Schwab equivalent to VBIAX by UpperNwGuy » Fri Jan 07, 2022 7:34 pm Other than VBIAX (Vanguard Balanced Index Fund), VTMFX (Vanguard Tax Managed Balanced Fund), Wellington, and Wellesley, most balanced mutual fund and ETF offerings by the major issuers are funds-of-funds, and that tends to drive up expense ratios
- Equivalent Fidelity vs Vanguard funds - Bogleheads. org
Fidelity doesn't offer a fund that's comparable to VBIAX, so it'd be better to hold that fund at Vanguard Here's a table of Fidelity index funds which compare very favorably to their Vanguard equivalents: Fidelity Index Funds vs Vanguard Index Funds Admiral Shares So, from that table, Fidelity's equivalent to VTIAX is FTIHX
- Vanguard Balanced Index Fund Lovers? - Bogleheads. org
I plan to switch to a one fund portfolio sometime soon, and am torn between Vanguard Balanced Index Fund Admiral Shares (VBIAX) (too little international stock) and Vanguard LifeStrategy Moderate Growth (VSMGX) (too much international stock) The Balanced Index funds is the better option in retirement
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