AAAAX vs. VWELX
Compare and contrast key facts about DWS RREEF Real Assets Fund - Class A (AAAAX) and Vanguard Wellington Fund Investor Shares (VWELX).
AAAAX is managed by DWS. It was launched on Jul 30, 2007. VWELX is managed by Vanguard. It was launched on Jul 1, 1929.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AAAAX or VWELX.
Correlation
The correlation between AAAAX and VWELX is 0.76, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
AAAAX vs. VWELX - Performance Comparison
Key characteristics
AAAAX:
0.16
VWELX:
1.76
AAAAX:
0.27
VWELX:
2.40
AAAAX:
1.04
VWELX:
1.32
AAAAX:
0.10
VWELX:
3.04
AAAAX:
0.77
VWELX:
12.04
AAAAX:
2.22%
VWELX:
1.25%
AAAAX:
10.43%
VWELX:
8.59%
AAAAX:
-40.78%
VWELX:
-36.12%
AAAAX:
-12.49%
VWELX:
-2.94%
Returns By Period
In the year-to-date period, AAAAX achieves a 1.26% return, which is significantly lower than VWELX's 14.38% return. Over the past 10 years, AAAAX has underperformed VWELX with an annualized return of 3.96%, while VWELX has yielded a comparatively higher 8.30% annualized return.
AAAAX
1.26%
-8.11%
0.11%
2.71%
3.79%
3.96%
VWELX
14.38%
-0.58%
5.39%
15.84%
8.12%
8.30%
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AAAAX vs. VWELX - Expense Ratio Comparison
AAAAX has a 1.22% expense ratio, which is higher than VWELX's 0.24% expense ratio.
Risk-Adjusted Performance
AAAAX vs. VWELX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for DWS RREEF Real Assets Fund - Class A (AAAAX) and Vanguard Wellington Fund Investor Shares (VWELX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
AAAAX vs. VWELX - Dividend Comparison
AAAAX's dividend yield for the trailing twelve months is around 0.46%, less than VWELX's 1.52% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAAAX DWS RREEF Real Assets Fund - Class A | 0.46% | 2.08% | 4.17% | 2.31% | 1.34% | 1.81% | 1.62% | 1.53% | 1.46% | 2.15% | 2.94% | 1.34% |
VWELX Vanguard Wellington Fund Investor Shares | 1.52% | 6.01% | 8.19% | 8.64% | 7.77% | 4.67% | 3.00% | 2.45% | 2.56% | 3.25% | 2.55% | 2.50% |
Drawdowns
AAAAX vs. VWELX - Drawdown Comparison
The maximum AAAAX drawdown since its inception was -40.78%, which is greater than VWELX's maximum drawdown of -36.12%. Use the drawdown chart below to compare losses from any high point for AAAAX and VWELX. For additional features, visit the drawdowns tool.
Volatility
AAAAX vs. VWELX - Volatility Comparison
DWS RREEF Real Assets Fund - Class A (AAAAX) has a higher volatility of 4.80% compared to Vanguard Wellington Fund Investor Shares (VWELX) at 2.71%. This indicates that AAAAX's price experiences larger fluctuations and is considered to be riskier than VWELX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.