View and compare VBILX,Summary on Yahoo Finance. 5 B: 2. VBILX is an index fund that tracks the performance of U. 74%: Net Assets in Top 10: 7. See risk data for Vanguard Intermediate-Term Bond Index (VBILX). The only major downside I see to this is that VFICX has a much tougher minimum for admiral shares ($50k vs $10k) compared to VBILX. Let’s say one had $10-20,000 per year allocated to the conservative portion of one’s portfolio for FIRE retirement in 10 years. Both VMFXX and SPAXX are mutual funds. VBILX Performance and Fees . 3% I currently own VBILX. VBILX has no Zacks Mutual Fund Rank, but we have been able to look into other metrics like performance, volatility, and cost. S. Vanguard Short-Term Corporate Bond Fund offers a well-constructed portfolio of short-term corporate bonds at a razor-thin expense ratio. Category Intermediate Core Bond. 84% vs 0. T. 2W 10W 9M. A comparison between SMECX and VBILX based on their expense ratio, growth, holdings and how well they match their benchmark performance. ; VBILX 5-year return is 0. Index Fund Admiral Shares (VBILX) Vanguard Long-Term Bond Index Fund Admiral Shares (VBLAX) Connect with Vanguard. 47 B-106. Analyze the Fund Vanguard Intermediate-Term Bond Index Fund Admiral Shares having Symbol VBILX for type mutual-funds and perform research on other mutual funds. VBILX has a 5-year beta of 1. S. S. 87% year to date. 26%. Total Bond Admiral VBTLX-. Perhaps not surprisingly, performance has been nearly identical since that time: 3. Vanguard Total Bond Market Index Fund’s advantage comes from its razor-thin fee and expansive portfolio of U. 1. Vanguard Intermediate-term Bond Index Fund has had higher returns but with higher risk than Vanguard Total Bond Market Index Fund. Share class size: 15. Vanguard Growth & Income. Short-Term Bond. S. Min. VBILX. Rated on Jun 27, 2023 Published. Learn about its. About VBLAX. 5 years vs VBTLX's 5. Min. Min. Bilix is established based on the world’s first PEGylated bilirubin platform technology to produce numerous “First in Class” in anti-inflammatory and “Best in Class”. This graph represents the growth of a hypothetical investment of $10,000. 97%). companies that appear undervalued, relative to potential. Top. short-term bond exposure. Here's the result since 2020. Average VBILX Category Average. 29, which means managers in this portfolio are skilled in picking securities that generate better-than-benchmark returns. ” ― Ragnar Lothbrok. (70-ish govt vs. I'm thinking about moving some money from SWIIX Schwab Intermediate-Term Bond Fund to VBILX Vanguard Intermediate-Term Bond Index Admiral Shares and I'd like to make sure I'm reasoning about this correctly. 82 0. 00 ( 0. Share Class Type Institutional. Benchmark Index Bloomberg U. About VBTLX. As of December 31, 2022, the dollar-weighted average maturity of the Index was 7 years. $0. VBILX: Vanguard Intermediate-Term Bond Index Fund Admiral Shares - Fund Profile. Vanguard Total Bond Market Index Admiral Shares (VBTLX) VBTLX is the biggest bond fund in the world. Learn more about mutual funds at fidelity. We used Vanguard Intermediate-term Bond Index Fund (VBILX) ER 0. This fund is not a popular choice with retail investors. 05%. com. Vanguard Long-Term Bond Index's rock-bottom fee and market-value-weighted approach make it a compelling option. Minafi categorizes both of these funds as large funds. When I bought Mr. Income Statement. 9. S. Rated on Jun 27, 2023 Published. Avoid any same or substantially identical asset for this period. S. by Lan Anh Tran. Both VBTLX and VBILX are mutual funds. ( 1. This Index includes all medium and larger issues of U. It's longer than short term, and shorter than long term. Beyond that, note also that VBILX has lower credit quality (almost twice as much in Baa/A rated bonds). I haven't checked in a while, but as I recall, here are the major arguments put forth in many previous threads: - VBTLX has more Govt and less corporate holdings. Net expense ratio. Status Open. VICSX - Vanguard Interm-Term Corp Bd Idx Admiral - Review the VICSX stock price, growth, performance, sustainability and more to help you make the best investments. 290%. " Whereas "VBILX massively outperformed the Intermediate Core Bond category with moderately higher than average risk and has only 1/7th the category average fees. Open an account. However, if it bothers you to have idle money sitting, look for a different stock in the same industry. The fund was incepted in May 1996 and is managed by The Vanguard Group. S. Share Class Type Institutional. patrick wrote: VBILX is definitely better because it is an Admiral share fund charging only 0. Vanguard Intermediate-Term Bond Index Fund;Admiral mutual fund holdings by MarketWatch. Vanguard FTSE Social Index Fund (VFTNX) 0. S. The Vanguard Interm-Term Bond Index Adm expense ratio is low compared to funds in the Intermediate Core Bond category. It assumes reinvestment of dividends and capital gains, and does not reflect sales loads, redemption fees or the effects of taxes on any capital gains and/or distributions. - VBTLX has a big chunk of govt mortgage-backed. For additional financial information on Vanguard Marketing Corporation, see its Statement of Financial. S. by Ryan Jackson. It is essentially a one-stop shop for a. 1) VBILX Vanguard Intermediate-Term Bond Index Fund Admiral Shares 2) VICSX Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares 3) VFIDX Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares All have a reasonable yield with VICSX being the highest at 3. 800-523-1036. pkcrafter Posts: 15443 Joined: Sun Mar 04, 2007 5:19 pm Location: CA. 20%) At close: 08:01PM EST. Backtesting. m. VBILX: $11,374. Address. The only difference is that the expense ratio for BND is slightly lower, at 0. 16% and a Distribution yield last month of 2. However, this difference does not give BND a clear advantage in performance, as the. This fund is not a popular choice with retail investors. Fund size is a good indication of how many other investors trust this fund. VBILX: Vanguard Intermediate-Term Bond Index Fund Admiral Shares - Class Information. 00 (0. Adj. Vanguard funds not held in a brokerage account are held by The Vanguard Group, Inc. The two dimensions of the Fund Style box measure the average size of companies that have been in the FUND, from the top to bottom, and the average valuation characteristics of the FUND's past. Effective Duration 6. For additional financial information on Vanguard Marketing Corporation, see its Statement of Financial. VBILX 3-year return is -5. Vanguard Short-Term Bond Index’s broad reach, market-value weighting approach, and rock-bottom fees make it a strong choice for U. If you'd like to speak with someone about your plan, contact your. Status Open. com • 877-662-7447 For more information about Vanguard funds or Vanguard ETFs, visit vanguard. 84% vs 0. 25 / 0. com Plain talk about riskNAV / 1-Day Return 9. S. Distribution Fee Level Low. VBILX Benchmark Bloomberg U. Bogle was recommending more corporate bonds than there are in total bond market index funds. 83% 6. 97%,. Start a 7. Corporate High Yield 2% Issuer Capped Index. Vanguard Interm-Term Bond Index Adm. Risks associated with moderate funds . However, competitive shifts amidst peers lead to a Morningstar Analyst Rating downgrade to Bronze from Silver. In my view the performance of VBILX is better considering risk differential. I'm still in this mix of 80% VTSAX and 20% VBILX 2. Learn how it impacts everything we do. 357. 95 0. Rated on Aug 2. Compare and contrast: VBTLX vs VBILX. 61%) At close: 08:01PM EST. **Close price adjusted for splits and dividend and/or capital gain distributions. To see the profile for a specific Vanguard mutual fund, ETF, or 529 portfolio, browse a list of all: Vanguard mutual funds | Vanguard ETFs® | Vanguard 529 portfolios. What are your thoughts on using VBILX as a replacement for VBTLX? When comparing the two I see that VBILX seems to be VBTLX minus the MBS. Last edited by texasgal47 on Fri Mar 09, 2018 12:56 am, edited 1 time in total. FSMEX - Fidelity® Select Medical Tech and Devcs - Review the FSMEX stock price, growth, performance, sustainability and more to help you make the best investments. 4 Billion. 76 %. , and are not protected by SIPC. Learn about its portfolio, process, people, and sustainability from Morningstar's analysis and ratings. Discover historical prices for VBILX stock on Yahoo Finance. TTM Yield 5. Compare and contrast: VBTLX vs VBILX. Category Inflation-Protected Bond. For additional financial information on Vanguard Marketing Corporation, see its Statement of Financial. Check out our FundAccess. Connect with Vanguard ® • vanguard. VFSUX has more risk than VBIRX, but at least the yield is better than what you can get with no risk from a savings account. 71. Have kept it simple by holding VBILX (VG Int-term Index) in both Taxable & IRA. The following are VBILX weaknesses from our perspective:. investment-grade bonds with maturities from five to 10 years. VBILX has better 5 and 10 year returns, still retains good credit quality, has similar duration and performed better during 2008 than VBTLX. BND has 269 Billion in assets under management, while VBILX has 36. 10. This includes more than 10,000 bonds. - Orange = simulated 7-day yield from a rolling portfolio of t-bills: When rates are rising like now, t-bill yields are a lot higher than the rolling portfolio's yield, since the rolling portfolio gets dragged down by the older t-bills. 5-year 3. TTM Yield 4. Authors who don't like mortgage-backed bonds like corporate bonds even less, and VBILX has a larger allocation to corporate bonds (49% vs 38%). Lipper Classification High Yield Funds. Category Foreign Large Growth. Fidelity US bond index. I used the oldest share classes to get the longest period for comparison. Cost-basis method for pre-2012 is the default, which is "average" method. As of December 31, 2022, the dollar-weighted average maturity of the Index was 7 years. Fund Size Comparison. short-term bond exposure. I am not in a Total international fund. Short-Term Bond. 05%) and Intermediate-Term Bond Index Admiral VBILX, 0. 6 M. I don't think Fidelity offers an index mutual fund that is the direct equivalent of Vanguard Intermediate-Term Bond Index Fund Admiral Shares (VBILX). To see the profile for a specific Vanguard mutual fund, ETF, or 529 portfolio, browse a list of all: To see the profile for a specific Vanguard mutual fund, ETF, or 529 portfolio, browse a list of all: 60% VBILX (intermediate total bond fund) 40% VFICX (intermediate bond fund, investor grade) This weighting will give you around 2/3 in corporate bonds and 1/3 in government bonds. VBILX – Fund Analysis – Vanguard Interm-Term Bond Index Adm | Morningstar Vanguard Interm-Term Bond Index Adm VBILX Fund Analysis Morningstar. VBILX is actually cheaper than its peers when you consider factors like cost. Get the latest Vanguard Intermediate-Term Bond Index Fund Admiral Shares (VBILX) real-time quote, historical performance, charts, and other financial information to help you make more informed. investment-grade bonds. 02/24/2015. Status Open. Highly likely to be in a lower tax bracket in FIRE. Index. Vanguard funds not held in a brokerage account are held by The Vanguard Group, Inc. Get the lastest Fund Holdings for Vanguard Intermediate-Term Bond Index Fund Admiral Shares from Zacks Investment. 08%. *Close price adjusted for splits. 2W 10W 9M. VBILX is actually cheaper than its peers when you consider factors like cost. 0 - 0. ; VBILX 5-year return is 0. 97%,. These can be described as the "sweet spot" of bond investing. Rated on Jul 28, 2023 Published on Jul 28, 2023. VBILX. Balance Sheet. Vanguard Intermediate-Term Investment-Grade's well-structured process and ultralow fees make it a sensible candidate for corporate-bond exposure. FT is not responsible for any use of content by you outside its scope as stated in the FT Terms & Conditions. VTIAX - Vanguard Total Intl Stock Index Admiral - Review the VTIAX stock price, growth, performance, sustainability and more to help you make the best investments. 07%. The minimum initial investment for VBILX is $3,000. This is for persons in the US only. VBILX has a bit longer duration at 6. Discover historical prices for VBILX stock on Yahoo Finance. 53%. VBILX was the only bond index fund offered in my 401(k), BIV is the ETF version of VBILX Since both 401(k) and tIRA are tax-deferred, the money between the two is highly fungible, but I recently decided I wanted my 401(k) to grow the fastest of the two because if I retire or lose my job between 55 and 59 1/2 I can tap my 401(k) thanks to the. Check out our FundAccess. 22) X 4. " - Albert Einstein | Wiki article link:. This fund requires a minimum initial investment of $3,000, and each subsequent investment should be at least $1. To see the profile for a specific Vanguard mutual fund, ETF, or 529 portfolio, browse a list of all: This is for persons in the US only. Vanguard funds not held in a brokerage account are held by The Vanguard Group, Inc. All of the Fund’s investments will be selected through the sampling process, and at least 80% of the Fund’s assets will be invested in bonds held in the Index. 41. •. VBTLX has a lower 5-year return than VBILX (0. Vanguard offers about 15 bond funds that meet those criteria. Vanguard Interm-Term Bond Index Adm (VBILX) Nasdaq - Nasdaq Delayed Price. I'm thinking about selling it at the loss to avoid the yearly tax. Lower-tier investment-grade corporate bonds are still extremely safe though. 07%, which is lower than the 3-year return of the benchmark index (Bloomberg US 5-10 year Government/Credit Float Adjusted TR USD), 5. Dec. Learn more about mutual funds at fidelity. Effective Duration 5. View mutual fund news, mutual fund market and mutual fund interest rates. 07%, which is lower than the 3-year return of the benchmark index (Bloomberg US 5-10 year Government/Credit Float Adjusted TR USD), 5. The account was opened in Dec. Summary. This Index measures the performance of a wide. Average annual total return—after taxes on distributions and sale of fund shares. 4 Billion. Thanks for any thoughts and/or suggestions. This includes more than 10,000 bonds. Follow. VBILX was launched on launched on November 12, 2001, while BIV was launched a few years later on April 3, 2007. Check out our FundAccess. Currency in USD. However calculating the Tax Equivalent yields of. Min. Distribution Fee Level Low. VBTLX and VBILX have the same expense ratio (%). Its two share classes’ Morningstar Analyst Ratings are. Ticker Holdings Coupon Rate Maturity Date Face Amount Market value — Federal National Mortgage Assn. Forget "backtesting" which is based on past performance. 2 Bil. View daily, weekly or monthly format back to when Vanguard Interm-Term Bond Index Adm stock was issued. SPAXX profile: The Fund seeks as high a level of current income as is consistent with preservation of capital and liquidity. As of. Valley Forge PA 19482. 2 Bloomberg US Agg Bond TR USD return as of 11/02/2023. The strategy's cheaper admiral share class earns a. I am comparing this year's share price declines of Vanguard's Total Bond Market Index Fund Admiral (VBTLX, 0. Invest for the long-term, not for the short-term. Above average volume. 12%. The following are VBILX weaknesses from our perspective:. VBTLX VBILX. VBILX net assets are $0. - CNBCSummary. Size of Class (Millions) as of Nov 17, 2023 $7,344. Brokerage assets are held by Vanguard Brokerage Services, a division of Vanguard Marketing Corporation, member FINRA and SIPC. 43) can get the job done. 07%. This price volatility may be due to one of several factors: 1) a fund may hold longer-term bonds, which are subject to wide swings in value as interest rates rise and fall; 2) a fund may hold income-oriented common stocks;. A Roth IRA is a fantastic tool for building long-term wealth as it allows returns to build up with after-tax dollars. Expense Ratio 0. 26%. I back-tested the traditional VTSAX/VBMFX/VGTSX 3-fund portfolio against VTSAX/VBILX/VWIGX and the results were in favor of the latter. These two funds (VBILX and VCOBX) complement each other and if either MBS or the US Government issues tank, the other fund will make up for it- all on paper. 0 Bil. Simplify your finances with any of the following optional services for this fund: Checkwriting Redemption. com. It was launched on Nov 12, 2001. Vanguard Total Bond Market Index Fund’s advantage comes from its razor-thin fee and expansive portfolio of U. S. This year we opted to make Vanguard Intermediate-Term Bond Index (VBILX) our sole holding for simplicity that gives us about a 50/50 mix of Gov't and Corporate issues. government and. VBILX is exempt from CA tax as I recently discovered. VBILX Category Low Category High VBILX % Rank; Net Assets: 35. Status Open. Share your opinion and gain insight from other stock traders and investors. Corporations looking for debt financing for any number of corporate business. VBTLX - Vanguard Total Bond Market Index Fund Admiral Shares Fund Family Name: Vanguard Expense Ratio: 0. The objective of this fund is to seek high level of dividend income, as well as long-term growth of capital. Fact sheet |September 30, 2023. 96% Tax bracket is 24% Fed, 9. VBILX Price - See what it cost to invest in the Vanguard Interm-Term Bond Index Adm fund and uncover hidden expenses to decide if this is the best investment for you. VBTLX, standard deviation 3. Find the latest Vanguard Short-Term Bond Index Adm (VBIRX) stock quote, history, news and other vital information to help you with your stock trading and investing. VBILX is about 50% government bonds, 50% corporate bonds, with no mortgage backed securities (MBS). 57%. The VBILX has been described above and has no MBS while VCOBX is similar to VBTLX but has has a higher ownership of MBS. S. Rated on Sep 30, 2023 Published on Sep 30, 2023. Min. Apr 26, 2016. View mutual fund news, mutual fund market and mutual fund interest rates. 10. Vanguard funds not held in a brokerage account are held by The Vanguard Group, Inc. Share Class Type Institutional. Fund summary. Solid underlying teams contribute to Vanguard STAR’s portfolio. 07% compared to the category average of 0. As of Oct 31 2023. "Everything should be as simple as it is, but not simpler. Let the wash-sale window run its course for 30-days and invest wherever deemed fit on the 31st day. S. Portfolio Visualizer, 1995-2021. government bonds of all maturities. Vanguard FTSE Social Index Fund (VFTNX) 0. Pricing frequency: Daily: Total net assets: 34. Fidelity Balanced benefits from the collective caliber of the firm’s stock-pickers and a few seasoned underlying managers, but its relatively new lead manager has a short track record managing a. Vanguard funds not held in a brokerage account are held by The Vanguard Group, Inc. When you own shares, you have insight to the entire sphere of the U. 66% vs 3. 10. Dividend history includes: Declare date, ex-div, record, pay, frequency, amount. Find the latest performance data chart, historical data and news for Vanguard Intermediate-Term Bond Index Fund Admiral Shares (VBILX) at Nasdaq. Despite changes in fees and expenses over that time period, the cumulative difference in. , and are not protected by SIPC. Phone. I went back over the past 5 years of posts regarding this specific question. VBILX: Manager & start date: Joshua Barrickman. VBILX Benchmark Bloomberg U. S. 10. There is a body of research that shows high. Vanguard Intermediate-Term Bond Index Fund Inst (VBILX) dividend growth history: By month or year, chart. Expense Ratio 0. Before you invest, you may want to review the Fund’s Prospectus,About VFICX.