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Vanguard Balanced Index Fund Institutional Shares · NASDAQ
Price: $55.16 · Annual div: $2.90/share · Frequency: quarterly · Payout ratio: 50% · Ex-div: TBD
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Year your monthly dividend income covers each expense (based on current settings)
$10,000 in VBAIX → $16.7K in 10 years · $69.39/month
As an economical and straightforward index fund, it offers investors broad access to both equity and fixed income markets. The fund maintains an approximate allocation of 60% to equities and 40% to bonds, achieving this by mirroring the performance of two broad benchmark indices representing the overall U.S. stock market and U.S. taxable bond market, respectively. A key benefit of its extensive diversification is that the impact of any single holding on the fund's overall performance is substantially minimized. This fund may be well-suited as a foundational component for investors with a protracted investment horizon who are seeking a combination of capital appreciation and modest income, and are comfortable with the inherent volatility of both the stock and bond markets.
This calculation uses the DividendFlow Engine v6.0. Data is verified daily against SEC filings and FMP real-time feeds to ensure projection accuracy.
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Ready to invest? Open VBAIX position with:
Real after-tax yield depends on where you live and how you hold VBAIX.
| Account/Country | Tax Rate | After-tax Yield | Real Yield | $10K Annual Income |
|---|---|---|---|---|
| 🇺🇸 Roth IRA / 401k | 0% | 5.25% | 2.45% | $525 / yr |
| 🇺🇸 US Taxable (15%) ✓ | 15% | 4.46% | 1.66% | $446 / yr |
| 🇺🇸 US Taxable (20%) | 20% | 4.20% | 1.40% | $420 / yr |
| 🇬🇧 UK ISA | 0% | 5.25% | 2.45% | $525 / yr |
| 🇬🇧 UK Taxable | 8.75% | 4.79% | 1.99% | $479 / yr |
| 🇨🇦 TFSA | 0% | 5.25% | 2.45% | $525 / yr |
| 🇨🇦 CA Taxable | 25% | 3.94% | 1.14% | $394 / yr |
| 🇦🇺 Super (pension) | 15% | 4.46% | 1.66% | $446 / yr |
| 🇦🇺 AU Taxable | 30% | 3.67% | 0.88% | $368 / yr |
| 🇩🇪 DE Taxable | 26.375% | 3.87% | 1.07% | $387 / yr |
| 🇫🇷 FR Taxable | 30% | 3.67% | 0.88% | $368 / yr |
Real yield = after-tax yield minus US CPI of 2.8%. 12-month CPI (US BLS via FMP economic-indicators). Click any row to select. US withholding tax (30%, reducible by treaty) applies to non-US residents holding US stocks in taxable accounts.
12-month CPI (US BLS via FMP economic-indicators).
Based on current dividend of $2.90/share/yr · 🇺🇸 US Taxable (15%) · static projection (no growth assumed).
VBAIX pays quarterly — 4 times per year. Next ex-div: TBD.
How VBAIX compares to typical Financial Services averages.
Benchmarks: S&P 500 sector averages (2024–2026). Sources: Morningstar, Bloomberg, NAREIT. 5Y CAGR for VBAIX sourced from FMP /financial-growth endpoint — real data, not estimates.
Dividend yields, payout ratios, and financial metrics are sourced from Financial Modeling Prep (FMP) and cross-referenced with SEC EDGAR filings. Data is cached and updated every 24 hours via our nightly refresh. DRIP projections are forward-looking estimates, not guarantees.
Educational purposes only. Not financial advice. DividendFlow is not a registered investment advisor. Projections generated by the VBAIX dividend calculator are estimates based on historical data and user inputs. Actual future returns, stock prices, and dividend payments will vary. Dividends can be cut or suspended at any time. All investments carry risk, including the loss of principal. Please consult a qualified financial professional before making any investment decisions. Full disclaimer →
Vanguard Balanced Index Fund Institutional Shares (VBAIX) is currently trading at $55.16, trading near its 52-week high. The current dividend yield is 5.25% based on an annual payout of $2.90 per share.
Vanguard Balanced Index Fund Institutional Shares (VBAIX) is a financial services stock currently trading at $55.16 with a dividend yield of 5.25%. The company pays an annual dividend of $2.90 per share. The payout ratio of 50% suggests the dividend is well-covered by earnings.
Auto-generated from live market data. For educational purposes only — not financial advice.
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