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VBAIX
Mutual Fund ticker: NASDAQ
AS OF
Jun 13 closing price
Price
$48.71
Change
-$0.42 (-0.85%)
Net Assets
56.6B

VBAIX Vanguard Balanced Index I Forecast, Technical & Fundamental Analysis

The investment seeks to track the performance of a benchmark index that measures the investment return of the overall U... Show more

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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), Broadcom Inc. (NASDAQ:AVGO), Eli Lilly & Co (NYSE:LLY).

Industry description

The investment seeks to track the performance of a benchmark index that measures the investment return of the overall U.S. stock market with 60% of its assets; the fund seeks to track the performance of a broad, market-weighted bond index with 40% of its assets. The fund employs an indexing investment approach designed to track the performance of two benchmark indexes. With approximately 60% of its assets, the fund seeks to track the investment performance of the CRSP US Total Market Index. With approximately 40% of its assets, the fund seeks to track the investment performance of the Bloomberg U.S. Aggregate Float Adjusted Index.

Market Cap

The average market capitalization across the Vanguard Balanced Index I MF is 2.06T. The market cap for tickers in the group ranges from 632.33B to 3.46T. NVDA holds the highest valuation in this group at 3.46T. The lowest valued company is BRK.B at 632.33B.

Volume

The average weekly volume growth across all stocks in the Vanguard Balanced Index I MF was -3%. For the same stocks of the MF, the average monthly volume growth was -30% and the average quarterly volume growth was -27%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 62
P/E Growth Rating: 71
Price Growth Rating: 37
SMR Rating: 26
Profit Risk Rating: 22
Seasonality Score: 47 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ModerateAllocation

Profile
Fundamentals
Details
Category
Moderate Allocation
Address
Vanguard Valley Forge FundsP O Box 2600 V26Valley Forge
Phone
800-523-1036
Web
www.vanguard.com
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VBAIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, VBAIX has been closely correlated with RLBGX. These tickers have moved in lockstep 91% of the time. This A.I.-generated data suggests there is a high statistical probability that if VBAIX jumps, then RLBGX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To VBAIX
1D Price
Change %
VBAIX100%
-0.85%
RLBGX - VBAIX
91%
Closely correlated
-0.86%
RLBBX - VBAIX
91%
Closely correlated
-0.87%
RLBAX - VBAIX
91%
Closely correlated
-0.87%
RLBCX - VBAIX
91%
Closely correlated
-0.87%
CLBFX - VBAIX
91%
Closely correlated
-0.87%
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