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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
- 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
- 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
- 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
- Everything in VBIAX - Vanguard Balanced Index Fund
For longer term investing in a taxable account I do NOT suggest using Vanguard Balanced Index Fund (VBIAX) unless you are in a low tax bracket and expect to always be in a low tax bracket Bond funds and balanced funds are not very tax-efficient and ordinarily should be held in a tax-advantaged account Wiki article Tax-efficient Fund Placement
- VBIAX - Vanguard Balanced Index Fund - Bogleheads. org
Re: VBIAX - Vanguard Balanced Index Fund by theorist » Mon Feb 17, 2020 11:25 pm If you wanted international exposure, would lifestrategy moderate growth (VSMGX) also work for a 60 40 balanced fund investment in taxable accounts, or do you all think it is less tax efficient than VBIAX?
- 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
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